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Gregory W. Prospero

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CRD#: 2742865
GP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Wesson Prospero was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1996. Gregory had worked at 3 firms and has passed the Series 66 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)


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

December 14, 2009 - December 31, 2016

BRIGHTLINE INVESTMENT ADVISORS

RIA
CRD#: 151283
DURHAM, NC
Past

August 17, 2007 - July 2, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
DURHAM, NC
Past

August 6, 2007 - July 2, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
DURHAM, NC
Past

August 27, 1996 - September 10, 1996

THE TRANSPORTATION GROUP (SECURITIES) LIMITED

BD
CRD#: 24329
NEW YORK, 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
IAR
Series 66
Date: 8/16/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


BI
BRIGHTLINE INVESTMENT ADVISORS
BRIGHTLINE INVESTMENT ADVISORS | PROSPERO FINANCIAL ADVISORS LLC | PROSPERO FINANCIAL ADVISORS | BRIGHTLINE INVESTMENT ADVISORS, LLC

CRD#: 151283 / SEC#:

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Contact information


Main Address
Durham, NC
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BRIGHTLINE INVESTMENT ADVISORS

CRD#: 151283

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