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BH

Brian H. Holbrook

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CRD#: 3030064
BH

Professional summary


Being a previously registered professional could mean that this person 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.

Brian Hale Holbrook, who also goes by Brian Holbrook, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1998. Brian had worked at 5 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Holbrook

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)


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

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


Past

January 18, 2012 - August 21, 2012

WELCOME LIFE SECURITIES, LLC

BD
CRD#: 142281
BOCA RATON, FL
Past

November 29, 2010 - September 6, 2011

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ROANOKE, VA
Past

January 5, 2000 - April 19, 2002

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

May 10, 1999 - December 31, 1999

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

April 16, 1998 - February 24, 1999

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/27/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


WL
WELCOME LIFE SECURITIES, LLC
LONGEVITY SECURITIES, LLC | WELCOME LIFE SECURITIES, LLC | WELCOME LIFE INSURANCE SERVICES, LLC

CRD#: 142281 / SEC#: , 8-67450

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


Main Address
4755 Technology Way Suite 202, Boca Raton, FL 33431
Mailing Address
4755 Technology Way Suite 202, Boca Raton, FL 33431
Phone number
(561) 826-0299
Established
Florida since 03/27/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (44 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WELCOME LIFE FINANCIAL GROUP, LLCSOLE MEMBER
OHMAN, DANIEL AARONVICE PRESIDENT, CCO, AMLCO2639044
SMITH, JARED MICHAELCFO / FINOP5263162
WELCOM, JOHN MICHAELPRESIDENT, EXECUTIVE REP5245725

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


WELCOME LIFE SECURITIES, LLC

CRD#: 142281

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