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BG

Bret A. Grebow

Some features on this profile are disabled
CRD#: 2647504
BG

Professional summary

Bret Adam Grebow was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bret is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Bret had worked at 8 firms, which includes BLUESTONE CAPITAL CORP., WOODSTOCK FINANCIAL GROUP INC., DALTON KENT SECURITIES GROUP INC., J.P. TURNER & COMPANY L.L.C., CARNEGIE INVESTOR SERVICES INC., MEYERS POLLOCK ROBBINS INC., WALSH MANNING SECURITIES LLC, MONROE PARKER SECURITIES INC..

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 30, 2000 - October 29, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

May 9, 2000 - October 30, 2000

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

September 20, 1999 - May 23, 2000

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

February 7, 1999 - July 28, 1999

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

March 11, 1998 - December 31, 1998

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

December 18, 1997 - December 22, 1997

CARNEGIE INVESTOR SERVICES INC.

BD
CRD#: 8295
NEW YORK, NY
Past

January 22, 1997 - January 6, 1998

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

April 24, 1996 - January 10, 1997

WALSH MANNING SECURITIES, LLC

BD
CRD#: 30826
Past

December 18, 1995 - February 7, 1996

MONROE PARKER SECURITIES, INC.

BD
CRD#: 31204
PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 1/15/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/15/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/11/1998
General Securities Principal Examination

Current Firm

BC
BLUESTONE CAPITAL CORP.
BLUESTONE CAPITAL CORP. | WHALE SECURITIES CORP. | WHALE SECURITIES CO., L.P. | WHALE SECURITIES CO. | WHALE SECURITIES | WHALE & CO., INC. | SHOCHET SECURITIES A DIVISION OF BLUESTONE CAPITAL CORP.

CRD#: 13516 / SEC#: , 8-29197

BD
Terminated by SEC on 02/19/2002
PREMIUM
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 01/18/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
BLUESTONE HOLDING CORP.SHAREHOLDER
BELUSIC, BRANKO PHILIPCFO/TREASURER2989519
GOHD, MATTHEW ARTHURCO- CHAIRMAN/DIRECTOR810443
MCSHERRY, JOSEPH WILLIAMPRESIDENT/COO/DIRECTOR2007353
OCONNOR, DONALD JOSPEHVP-DIRECTOR OF COMPLIANCE1006777
WALTERS, WILLIAM GEORGECO-CHAIRMAN/ DIRECTOR600172

Disclosures

Regulatory Event15
Civil Event2
Arbitration16

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLUESTONE CAPITAL CORP.

CRD#: 13516

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