Gilbert H. Dunham
Professional summary
Gilbert H Dunham Jr, who also goes by Gib Dunham Jr, Gilbert Hamilton Dunham Jr, Gilbert Hamilton Dunham, Jr Jr, Gilbert H Dunham, Gilbert Hamilton Dunham, is a registered financial professional currently at MARCH CAPITAL CORP. located in Chicago, Illinois.
Gilbert is registered as a RR (Registered Representative) and started their career in finance in 1998. Gilbert has worked at 6 firms and has passed the Series 63, Series 66, Series 79TO, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Gilbert H Dunham Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2022 - Present
MARCH CAPITAL CORP.
Office #1: 200 E Randolph St Suite 5100, Chicago, IL 60601-6528January 29, 2024 - February 25, 2026
CARDEA CAPITAL ADVISORS, LLC
January 18, 2022 - December 31, 2023
BRIDGEWAY WEALTH PARTNERS, LLC
May 7, 2019 - January 13, 2020
ALLIED MILLENNIAL PARTNERS, LLC
October 17, 2012 - December 23, 2013
PEMIGEWASSET CAPITAL LLC
November 12, 1998 - August 25, 1999
LIPPER & COMPANY, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/19/2022)
(2/16/2022)
(2/16/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationFINRA
Current Firm
MARCH CAPITAL CORP.
CRD#: 24142 / SEC#: , 8-41173
Contact information
FINRA licenses (25 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RICE, RICHARD JAY | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 725697 |
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 83,479,520 |
Red Flags
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