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Bryant Boston

CRD# 2964206·Registered 1997 - 2013
Previously Registered: Being a previously registered professional could mean that Bryant 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.

Professional Summary

Bryant Boston, who also goes by Bryant Boston, was a registered financial advisor. Bryant was a previously registered financial professional and started their career in finance 1997 - 2013. Bryant had worked at 11 firms and has passed the Series 65, Series 63, Series 87, Series 7, Series 27 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bryant Boston

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

IFS SECURITIES·CRD# 40375
BD
Atlanta, GA
September 20, 2013 - November 12, 2013
THE LUGANO GROUP INCORPORATED·CRD# 38655
BD
New Orleans, LA
June 20, 2012 - September 17, 2013
THE ALMOND BRANCH GROUP·CRD# 154336
RIA
Burtonsville, MD
July 22, 2010 - December 19, 2011
GARP RESEARCH & SECURITIES COMPANY·CRD# 124789
RIA
Baltimore, MD
February 22, 2007 - June 17, 2010
GARP RESEARCH LLC·CRD# 121738
RIA
Towson, MD
November 15, 2005 - January 5, 2006
GAINESWOOD INVESTMENT MANAGEMENT, INC.·CRD# 121715
RIA
Baltimore, MD
November 15, 2005 - June 17, 2010
GARP RESEARCH & SECURITIES COMPANY·CRD# 124789
BD
Baltimore, MD
November 15, 2005 - June 17, 2010
GROVE POINT INVESTMENTS, LLC·CRD# 1763
RIA
Burtonsville, MD
June 20, 2005 - November 7, 2005
GROVE POINT INVESTMENTS, LLC·CRD# 1763
BD
Rockville, MD
June 20, 2005 - November 7, 2005
E. S. MARKS & COMPANY, INC.·CRD# 41466
BD
Towson, MD
April 20, 2004 - April 29, 2005
THE ADVISORS GROUP, INC.·CRD# 14035
RIA
Bethesda, MD
July 17, 2003 - September 9, 2003
THE ADVISORS GROUP, INC.·CRD# 14035
BD
Bethesda, MD
May 9, 2002 - September 9, 2003
QUASH PROFIT PRODUCTIONS, LLC·CRD# 42480
BD
Silver Spring, MD
September 18, 1998 - November 30, 1999
EDWARD JONES·CRD# 250
BD
St. Louis, MO
November 25, 1997 - September 10, 1998

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Current Firm

IS
IFS SECURITIES

ALZAID FINANCIAL SERVICES, INC. | INTERNATIONAL FINANCIAL SOLUTIONS, INC. | IFS SECURITIES, INC | IFS SECURITIES | IFS EQUITY | IFS CAPITAL MARKETS | IFS ADVISORY, LLC

CRD#: 40375 / SEC#: 8-49020
BD
Terminated by SEC on 02/28/2020

Contact Information

Established

Pennsylvania since 09/21/1993

Firm Type

Corporation

Fiscal Year End

March

Documents

Direct owners and executive officers

NamePositionCRD#
IFS GROUP, INC.FOREIGN ENTITY/DIRECT OWNER—
MCKENZIE, ALEXYS ULANDOCEO/OWNER2642827
SADLER, JOQUINN THOMASCHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER2817763

Disclosures

Regulatory Event

3

Arbitration

1

Financial

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2002About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1997About the Series 63 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Jul 2006About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Nov 1997About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Apr 2005About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Jan 2003About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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