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Gilbert A. Brooks

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CRD#: 31578
GB

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.

Gilbert Allen Brooks was a registered financial professional .

Gilbert is a previously registered financial professional and started their career in finance in 1993. Gilbert had worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 87, Series 16 and Series 7 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)


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

February 2, 2006 - February 11, 2025

PPHB SECURITIES LP

BD
CRD#: 132074
HOUSTON, TX
Past

April 21, 1997 - February 22, 2005

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

June 14, 1993 - March 18, 1997

HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.

BD
CRD#: 414
NEW ORLEANS, LA

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: 6/8/1993
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
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 8/3/1995
NYSE Supervisory Analyst Examination
General Industry/Product Exam

Current Firm


PS
PPHB SECURITIES LP
PPHB SECURITIES LP

CRD#: 132074 / SEC#: , 8-66550

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


Main Address
1885 St. James Place Suite 900, Houston, TX 77056
Mailing Address
1885 St. James Place Suite 900, Houston, TX 77056
Phone number
(713) 580-2700
Established
Texas since 10/16/2003
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BROWN, RAYMOND LLOYD JR.LIMITED PARTNER/REGISTERED PRINCIPAL4144874
BUCHANAN, JOE BLAKELIMITED PARTNER/REGISTERED PRINCIPAL5095659
HOEPFL, JOSEPH ALLENCHIEF COMPLIANCE OFFICER/LIMITED PARTNER/REGISTERED PRINCIPAL2950986
PARKS PATON HOEPFL & BROWN, LLCGENERAL PARTNER
SCHAPS, MICHAEL ROBERTFINOP/CFO/PFO/POO1892138

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


PPHB SECURITIES LP

CRD#: 132074

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