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BH

Brian M. Hanson

PANTHEON SECURITIES
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 2733549
BH

Professional summary

Brian Michael Hanson is a registered financial professional currently at PANTHEON SECURITIES, LLC located in San Francisco, California.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2008. Brian has worked at 10 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

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) - BD

Click below to view Brian Michael Hanson'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

August 2, 2024 - Present

PANTHEON SECURITIES, LLC

Office #1: 555 California Street Suite 3450, San Francisco, CA 94104
BD
CRD#: 285480
San Francisco, CA
Past

March 6, 2023 - July 30, 2024

ATHENE SECURITIES, LLC

BD
CRD#: 36867
WEST DES MOINES, IA
Past

March 29, 2022 - July 30, 2024

APOLLO GLOBAL SECURITIES, LLC

BD
CRD#: 153502
NEW YORK, NY
Past

July 1, 2019 - March 29, 2022

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
IRVINE, CA
Past

October 17, 2017 - April 22, 2019

MERCURY CAPITAL ADVISORS, LLC

BD
CRD#: 152338
Seattle, WA
Past

December 12, 2011 - December 22, 2014

INVESCO MANAGED ACCOUNTS, LLC

RIA
CRD#: 154461
SEATTLE, WA
Past

December 12, 2011 - July 12, 2013

SEATTLE-NORTHWEST SECURITIES CORPORATION

BD
CRD#: 10639
SEATTLE, WA
Past

June 8, 2010 - February 22, 2011

MCINTYRE CAPITAL PARTNERS, LLC

BD
CRD#: 148521
NEW YORK, NY
Past

December 10, 2008 - August 10, 2009

RA BENCH, INC

RIA
CRD#: 108011
SEATTLE, WA
Past

September 25, 2008 - August 10, 2009

OSAGE INVESTMENTS, INC.

BD
CRD#: 118539
SEATTLE, WA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(8/2/2024)
RR
Alaska
(8/2/2024)
RR
Arizona
(8/2/2024)
RR
Arkansas
(8/2/2024)
RR
California
(8/2/2024)
RR
Colorado
(8/2/2024)
RR
Connecticut
(8/2/2024)
RR
Delaware
(8/2/2024)
RR
District of Columbia
(8/2/2024)
RR
Florida
(8/2/2024)
RR
Georgia
(8/2/2024)
RR
Hawaii
(8/2/2024)
RR
Idaho
(8/2/2024)
RR
Illinois
(8/2/2024)
RR
Indiana
(8/2/2024)
RR
Iowa
(8/2/2024)
RR
Kansas
(8/2/2024)
RR
Kentucky
(8/2/2024)
RR
Louisiana
(8/2/2024)
RR
Maine
(8/2/2024)
RR
Maryland
(8/2/2024)
RR
Massachusetts
(8/2/2024)
RR
Michigan
(8/2/2024)
RR
Minnesota
(8/2/2024)
RR
Mississippi
(8/2/2024)
RR
Missouri
(8/2/2024)
RR
Montana
(8/2/2024)
RR
Nebraska
(8/2/2024)
RR
Nevada
(8/2/2024)
RR
New Hampshire
(8/2/2024)
RR
New Jersey
(8/2/2024)
RR
New Mexico
(8/2/2024)
RR
New York
(8/2/2024)
RR
North Carolina
(8/2/2024)
RR
North Dakota
(8/2/2024)
RR
Ohio
(8/2/2024)
RR
Oklahoma
(8/2/2024)
RR
Oregon
(8/2/2024)
RR
Pennsylvania
(8/2/2024)
RR
Puerto Rico
(8/2/2024)
RR
Rhode Island
(8/2/2024)
RR
South Carolina
(8/2/2024)
RR
South Dakota
(8/2/2024)
RR
Tennessee
(8/2/2024)
RR
Texas
(8/2/2024)
RR
Utah
(8/2/2024)
RR
Vermont
(8/2/2024)
RR
Virgin Islands
(8/2/2024)
RR
Virginia
(8/2/2024)
RR
Washington
(8/2/2024)
RR
West Virginia
(8/2/2024)
RR
Wisconsin
(8/2/2024)
RR
Wyoming
(8/2/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/20/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/9/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PANTHEON SECURITIES, LLC
PANTHEON SECURITIES, LLC

CRD#: 285480 / SEC#: , 8-69844

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
11 Times Square 35th Floor, New York, NY 10036
Mailing Address
11 Times Square, New York, NY 10036
Phone number
(212) 205-2000
Established
Delaware since 08/24/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PANTHEONOWNER110091
BANKS, CHRISTOPHER JOHNCCO/AMLCO4308224
BANKS, CHRISTOPHER JOHNCEO/PRESIDENT4308224
ROCHE, PASCAL ACFO/FINOP5920968

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

PANTHEON SECURITIES, LLC

CRD#: 285480San Francisco, CA 94104

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