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GR

Gregory R. Rush

DUNN RUSH & CO. LLC
Boston, MA 02110
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CRD#: 2958418
GR

Professional summary


Gregory Ronald Rush, who also goes by Greg Rush, is a registered financial professional currently at DUNN RUSH & CO. LLC located in Boston, Massachusetts.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1997. Gregory has worked at 8 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Rush

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 Gregory Ronald Rush'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

January 25, 2010 - Present

DUNN RUSH & CO. LLC

Office #1: 75 Federal Street 21st Floor, Boston, MA, 02110
BD
CRD#: 150769
Boston, MA
Past

July 1, 2009 - January 26, 2010

BURCH & COMPANY, INC

BD
CRD#: 102280
KANSAS CITY, MO
Past

June 1, 2009 - July 23, 2009

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

November 13, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BOSTON, MA
Past

July 27, 2001 - April 24, 2002

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

June 21, 1999 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723
ATLANTA, GA
Past

May 3, 1999 - June 16, 1999

CLEARY GULL INC.

BD
CRD#: 45309
MILWAUKEE, WI
Past

November 24, 1997 - May 3, 1999

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA

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
Massachusetts
(1/26/2010)
RR
New Hampshire
(2/4/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 11/29/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
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
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


DR
DUNN RUSH & CO. LLC
DUNN & PARTNERS, LLC | DUNN RUSH & CO. LLC

CRD#: 150769 / SEC#: , 8-68293

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


Main Address
75 Federal Street 21st Floor, Boston, MA, 02110
Mailing Address
75 Federal Street 21st Floor, Boston, MA, 02110
Phone number
(617) 451-0001
Established
Massachusetts since 03/30/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
RUSH, GREGORY RONALDSENIOR MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER2958418
BEATON, DANIEL STEWARTFINANCIAL AND OPERATIONS PRINCIPAL (OUTSIDE) AND CHIEF FINANCIAL OFFICER4240769
DUNN, KEVIN JOSEPHSENIOR MANAGING DIRECTOR1920942

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


DUNN RUSH & CO. LLC

CRD#: 150769Boston, MA 02110

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