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HB

Heber K. Brunnemer

FIRST TRYON SECURITIES
Charlotte, NC 28209
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CRD#: 2758256
HB

Professional summary


Heber Keith Brunnemer III, who also goes by Huber Keith Brunnemer III, III Huber Keith Brunnemer, is a registered financial professional currently at FIRST TRYON SECURITIES, LLC located in Charlotte, North Carolina.

Heber is registered as a RR (Registered Representative) and started their career in finance in 1997. Heber has worked at 2 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Huber Keith Brunnemer Iii | Iii Huber Keith Brunnemer

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 Heber Keith Brunnemer III's 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

November 10, 1998 - Present

FIRST TRYON SECURITIES, LLC

Office #1: 6101 Carnegie Boulevard Suite 210, Charlotte, NC 28209Office #2: 6101 Carnegie Blvd #210, Charlotte, NC 28209
BD
CRD#: 7336
Charlotte, NC
Past

December 15, 1997 - October 28, 1998

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC

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
Florida
(11/10/2010)
RR
North Carolina
(11/12/1998)

Exams


State Security Law Exam
RR
Series 63
Date: 12/19/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FT
FIRST TRYON SECURITIES, LLC
BRUNNEMER & CO. | FIRST TRYON SECURITIES, LLC | FIRST CHARLOTTE CORPORATION

CRD#: 7336 / SEC#: , 8-21426

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


Main Address
6101 Carnegie Blvd #210, Charlotte, NC 28209
Mailing Address
6101 Carnegie Blvd #210, Charlotte, NC 28209
Phone number
(704) 372-6118
Established
North Carolina since 07/25/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BRUNNEMER & CO.MEMBER
BRUNNEMER, HUBER KEITH IIIMEMBER, CEO, PRESIDENT AND EXECUTIVE REPRESENTATIVE2758256
BECK, ERIC JASONCCO4824373
BRUNNEMER, HEBER KEITH JRMEMBER33824
CARPENTER, MARGARET BRUNNEMER MS.MEMBER, CHIEF FINANCIAL OFFICER, FINOP,2042716
HOWELL, ELIZABETH WARRENMEMBER, SENIOR VICE PRESIDENT4791377
JOSEPH, ERIC MICHAELMEMBER, SENIOR VICE PRESIDENT4001509
WARDLAW, CRAIG M JR.MEMBER, SENIOR VICE PRESIDENT5316503

Disclosures


Regulatory Event1

Red Flags


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Company Information


FIRST TRYON SECURITIES, LLC

CRD#: 7336Charlotte, NC 28209

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