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BP

Bruce L. Pompan

AMERICAN DISCOVERY ADVISORS
Los Angeles, CA 90025
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CRD#: 2822228
BP

Professional summary


Bruce Lewis Pompan is a registered financial professional currently at AMERICAN DISCOVERY ADVISORS, LLC located in Los Angeles, California.

Bruce is registered as a RR (Registered Representative) and started their career in finance in 1997. Bruce has worked at 8 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 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 Bruce Lewis Pompan'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

July 8, 2020 - Present

AMERICAN DISCOVERY ADVISORS, LLC

Office #1: 11150 Santa Monica Blvd. Suite 1425, Los Angeles, CA 90025
BD
CRD#: 287488
Los Angeles, CA
Past

May 27, 2020 - August 15, 2021

GLOBAL DIGITAL MARKETS

BD
CRD#: 298720
NEWPORT BEACH, CA
Past

October 4, 2011 - December 31, 2017

CLEAR CAPITAL ADVISORS, LLC

RIA
CRD#: 134391
SHERMAN OAKS, CA
Past

September 10, 2009 - June 30, 2020

FALLBROOK CAPITAL SECURITIES CORP.

BD
CRD#: 101180
Los Angeles, CA
Past

March 8, 2002 - August 25, 2009

CAPPELLO CAPITAL CORP.

BD
CRD#: 30124
SANTA MONICA, CA
Past

May 2, 2000 - September 6, 2001

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
NEW YORK, NY
Past

July 1, 1998 - March 17, 2000

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

January 29, 1998 - July 1, 1998

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

February 12, 1997 - February 26, 1997

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY

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
California
(7/8/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/5/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AD
AMERICAN DISCOVERY ADVISORS, LLC
AMERICAN DISCOVERY ADVISORS, LLC

CRD#: 287488 / SEC#: , 8-69899

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


Main Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025
Mailing Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025
Phone number
(310) 968-6755
Established
Delaware since 10/11/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
JOLIET FAMILY TRUST DTD 10/10/08MEMBER
WEBBER TRUST AGREEMENT DTD MARCH 15 2004MEMBER
GOLDMAN, SUSAN GOODELLCHIEF COMPLIANCE OFFICER2655210
JOLIET, JOHN PAULPRESIDENT, TRUSTEE2769030
KINZER, CAROL ANNCFO/FINOP/PFO/POO4519471
WEBBER, BRIAN MCEO, TRUSTEE2390733

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


AMERICAN DISCOVERY ADVISORS, LLC

CRD#: 287488Los Angeles, CA 90025

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