AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AD

Alec M. Dafferner

GP BULLHOUND
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 3127024
AD

Professional summary


Alec M Dafferner, who also goes by Alec M Daffeiner, is a registered financial professional currently at GP BULLHOUND INC. located in San Francisco, California.

Alec is registered as a RR (Registered Representative) and started their career in finance in 2002. Alec has worked at 3 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alec M Daffeiner

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 Alec M Dafferner'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

December 18, 2008 - Present

GP BULLHOUND INC.

Office #1: One Sansome Street, Floor 36 Suite 3650, San Francisco, CA 94104Office #2: One Sansome Street Suite 3630, San Francisco, CA 94104
BD
CRD#: 147794
San Francisco, CA
Past

July 15, 2008 - December 31, 2008

VIANT CAPITAL LLC

BD
CRD#: 46948
SAN FRANCISCO, CA
Past

January 23, 2002 - April 8, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
SAN FRANCISCO, CA

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
(12/18/2008)
RR
Connecticut
(7/21/2022)
RR
Florida
(10/19/2022)
RR
Illinois
(9/15/2022)
RR
Kansas
(6/27/2022)
RR
Massachusetts
(7/20/2022)
RR
Nevada
(7/11/2022)
RR
New York
(2/23/2009)
RR
Ohio
(7/19/2022)
RR
Pennsylvania
(6/29/2022)
RR
Texas
(8/2/2022)
RR
Washington
(8/22/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 9/15/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional 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
SRO Registrations
RR
FINRA

Current Firm


GB
GP BULLHOUND INC.
GP BULLHOUND INC. | GP BULLHOUND, INC.

CRD#: 147794 / SEC#: , 8-67930

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
One Sansome Street Suite 3630, San Francisco, CA 94104
Mailing Address
One Sansome Street Suite 3630, San Francisco, CA 94104
Phone number
(415) 986-0168
Established
California since 12/21/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
GP BULLHOUND ADVISORY LIMITEDOWNER
DAFFERNER, ALEC MPRINCIPAL,CCO, AMLCO3127024
SMITH, EDWARD MERRILLFINOP / CFO3143679

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


GP BULLHOUND INC.

CRD#: 147794San Francisco, CA 94104

TRUST BUT VERIFY

Monitor Alec Dafferner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
MS
Maximilian SoaresAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
San Francisco, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics