David R. Brant

LODAS SECURITIES

Overland Park, KS 66212

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CRD#: 2718478

Professional summary

David Robert Brant, who also goes by David Brant, is a registered financial professional currently at LODAS SECURITIES, LLC located in Overland Park, Kansas and GILMARTIN FINANCIAL located in Larkspur, California.

David is registered as a RR (Registered Representative) and started their career in finance in 1998. David has worked at 30 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Brant

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) - BD

Click below to view David Robert Brant's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 22, 2022 - Present

LODAS SECURITIES, LLC

Office #1: 7133 W 95th St Suite 205, Overland Park, KS 66212

CRD#: 313056

Overland Park, KS

Current

May 2, 2022 - Present

GILMARTIN FINANCIAL

Office #1: 60 E Sir Francis Drake Blvd., Suite 208, Larkspur, CA 94939

CRD#: 312622

Larkspur, CA

Current

May 23, 2022 - Present

VEST SECURITIES, LLC

Office #1: 8350 Broad Street Suite 240, Mclean, VA 22101

CRD#: 317379

Mclean, VA

Current

July 21, 2022 - Present

WALTER GREENBLATT & ASSOCIATES, LLC

Office #2: 325 St. Marks Avenue, Brooklyn, NY 11238

CRD#: 129291

Brooklyn, NY

Current

October 14, 2022 - Present

NORTH INLET ADVISORS, LLC

Office #1: 2115 Rexford Rd Suite 224, Charlotte, NC 28211

CRD#: 154297

Charlotte, NC

Current

November 3, 2022 - Present

WISDOMTREE SECURITIES, INC.

Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119

CRD#: 317624

NEW YORK, NY

Current

February 14, 2023 - Present

RUFFER LLC

Office #1: 300 Park Avenue Suite 1710, New York, NY 10022

CRD#: 322523

New York, NY

Current

April 4, 2023 - Present

RONDEIVU SECURITIES, LLC

Office #1: 354 Pequot Avenue, Southport, CT 06890Office #2: 354 Pequot Avenue, Southport, CT 06890

CRD#: 321162

Southport, CT

Current

May 10, 2023 - Present

PNFP CAPITAL MARKETS, INC.

Office #1: 21 Platform Way South Suite 2300, Nashville, TN 37203

CRD#: 179528

Nashville, TN

Current

June 2, 2023 - Present

TRADESK SECURITIES, INC.

Office #1: 830 Morris Turnpike Suite 401, Short Hills, NJ 07078

CRD#: 321643

Short Hills, NJ

Current

September 1, 2023 - Present

LOCKTON RE CAPITAL MARKETS, LLC

Office #1: 261 Fifth Avenue 10th Floor, New York, NY 10016

CRD#: 323110

NEW YORK, NY

Current

October 4, 2023 - Present

LIVINGFREE SECURITIES, LLC

Office #1: 443 N. Clark Street, Chicago, IL 60654

CRD#: 325166

Chicago, IL

Current

January 4, 2024 - Present

FENCHURCH PARTNERS, LP

Office #1: 280 Park Avenue 3rd Floor, New York, NY 10017

CRD#: 321750

New York, NY

Current

March 1, 2024 - Present

S.L. REED & COMPANY

Office #1: 11111 Santa Monica Boulevard Suite 1200, Los Angeles, CA 90025-3346

CRD#: 40744

Los Angeles, CA

Current

March 11, 2024 - Present

MUTUAL OF AMERICA SECURITIES LLC

Office #1: 320 Park Avenue, New York, NY 10022

CRD#: 27878

New York, NY

Current

August 22, 2024 - Present

WILTON RE DISTRIBUTORS LLC

Office #1: 4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411Office #2: 4840 N. River Blvd Ne Suite 400, Cedar Rapids, IA 52411

CRD#: 326493

Cedar Rapids, IA

Current

June 25, 2025 - Present

UPMARKET SECURITIES LLC

Office #1: 1525 Mccarthy Boulevard #1000, Milpitas, CA 95035

CRD#: 295634

MILPITAS, CA

Current

July 1, 2025 - Present

PELOTON SECURITIES LLC

Office #1: 117 Bow Street Unit #1as, Portsmouth, NH 03801

CRD#: 304178

PORTSMOUTH, NH

Current

August 1, 2025 - Present

Office #1: 11101 Switzer Road Suite 200, Overland Park, KS 66210

OVERLAND PARK, KS

Current

October 20, 2025 - Present

TEXAS SECURITIES, INC.

Office #1: 4024 Nazarene Suite B, Carrollton, TX 75010

CRD#: 120148

CARROLLTON, TX

Past

May 16, 2023 - April 30, 2024

EQT PARTNERS BD, LLC

CRD#: 322826

RADNOR, PA

Past

January 24, 2023 - February 15, 2024

E. E. POWELL & COMPANY INC.

CRD#: 3063

SEVEN FIELDS, PA

Past

January 18, 2023 - November 15, 2024

ATREYU TRADING

CRD#: 175371

NORWOOD, MA

Past

January 3, 2022 - October 13, 2025

BANKOH INVESTMENT SERVICES, INC.

CRD#: 29280

HONOLULU, HI

Past

January 8, 2021 - October 26, 2021

AXOS CLEARING LLC

CRD#: 117176

OMAHA, NE

Past

January 24, 2017 - January 15, 2021

ALPINE SECURITIES CORPORATION

CRD#: 14952

SALT LAKE CITY, UT

Past

October 10, 2005 - March 12, 2012

AXOS CLEARING LLC

CRD#: 117176

OMAHA, NE

Past

January 2, 2001 - September 27, 2005

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

August 6, 1998 - January 8, 1999

JWGENESIS FINANCIAL GROUP, INC

CRD#: 38166

BOCA RATON, FL

Past

August 6, 1998 - January 2, 2001

JWGENESIS SECURITIES, INC.

CRD#: 33832

BOCA RATON, FL

Past

April 23, 1998 - June 30, 1999

JW GENESIS CLEARING CORP.

CRD#: 6631

BOCA RATON, FL

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

IAR

Series 66

Date: 3/26/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 1/24/2017

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/9/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TEXAS SECURITIES, INC.

CRD#: 120148 / SEC#: , 8-65276

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

4024 Nazarene Suite B, Carrollton, TX 75010

Mailing Address

4024 Nazarene Suite B, Carrollton, TX 75010

Phone number

(972) 492-0058

Established

Texas since 01/18/2002

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
GRISHAM 2016 IRREVOCABLE TRUST	SHAREHOLDER
CHEATHAM ROBERTS, LAURIE PATRIECE	CHIEF COMPLIANCE OFFICER	2492833
FLEMING, JOHN COLLIN	PRESIDENT / TRUSTEE OF THE GRISHAM 2016 IRREVOCABLE TRUST	5119917
SMITH, RANDAL FRANKLIN	FINOP/CHIEF FINANCIAL OFFICER	4870049

Disclosures

Regulatory Event

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

David R. Brant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Robert Brant's CRS (Customer Relationship Summary).

Certified licenses

Experience

GILMARTIN FINANCIAL

VEST SECURITIES, LLC

WALTER GREENBLATT & ASSOCIATES, LLC

NORTH INLET ADVISORS, LLC

WISDOMTREE SECURITIES, INC.

RUFFER LLC

RONDEIVU SECURITIES, LLC

PNFP CAPITAL MARKETS, INC.

TRADESK SECURITIES, INC.

LOCKTON RE CAPITAL MARKETS, LLC

LIVINGFREE SECURITIES, LLC

FENCHURCH PARTNERS, LP

S.L. REED & COMPANY

MUTUAL OF AMERICA SECURITIES LLC

WILTON RE DISTRIBUTORS LLC

UPMARKET SECURITIES LLC

PELOTON SECURITIES LLC

TEXAS SECURITIES, INC.

EQT PARTNERS BD, LLC

E. E. POWELL & COMPANY INC.

ATREYU TRADING

BANKOH INVESTMENT SERVICES, INC.

AXOS CLEARING LLC

ALPINE SECURITIES CORPORATION

AXOS CLEARING LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

JWGENESIS FINANCIAL GROUP, INC

JWGENESIS SECURITIES, INC.

JW GENESIS CLEARING CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2001

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2018

Series 27

Date: 1/24/2017

Series 24

Date: 2/9/2001

FINRA

Current Firm

TEXAS SECURITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

TEXAS SECURITIES, INC.

TRUST BUT VERIFY

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