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Peter Gerard Cross

BENGUR BRYAN & CO.
BALTIMORE, MD
·CRD# 3276396·27 years registered

Professional Summary

Peter Gerard Cross is a registered financial advisor currently at BENGUR BRYAN & CO., INC. located in Baltimore, Maryland. Peter is registered as a RR (Registered Representative) and started their career in finance in 1999. Peter has worked at 9 firms and has passed the Series 66, Series 65, Series 63, Series 79TO, Series 7TO, SIE, Series 55 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

27 years registered in the securities industry

Current & Past Employments

Current

BENGUR BRYAN & CO., INC.Current·CRD# 36290
BD
509 South Exeter Street Suite 210, Baltimore, MD 21202
September 4, 2020 - Present

Past

SELECT MONEY MANAGEMENT, INC.Past·CRD# 153256
RIA
Ladera Ranch, CA
April 5, 2012 - December 31, 2012
SECURITIES EQUITY GROUPPast·CRD# 47215
BD
Aliso Viejo, CA
April 10, 2008 - December 31, 2012
CROWN CAPITAL SECURITIES, L.P.Past·CRD# 6312
RIA
Ladera Ranch, CA
November 29, 2006 - April 15, 2008
CROWN CAPITAL SECURITIES, L.P.Past·CRD# 6312
BD
Orange, CA
November 29, 2006 - April 15, 2008
INDEPENDENT FINANCIAL GROUP, LLCPast·CRD# 7717
RIA
Ladera Ranch, CA
October 21, 2005 - November 28, 2006
INDEPENDENT FINANCIAL GROUP, LLCPast·CRD# 7717
BD
Ladera Ranch, CA
November 15, 2004 - November 28, 2006
INDEPENDENT FINANCIAL GROUP, LLCPast·CRD# 125953
RIA
Irvine, CA
November 15, 2004 - October 21, 2005
EQUITABLE ADVISORS, LLCPast·CRD# 6627
RIA
Irvine, CA
January 14, 2004 - November 29, 2004
EQUITABLE ADVISORS, LLCPast·CRD# 6627
BD
New York, NY
October 30, 2003 - November 29, 2004
TP ICAP GLOBAL MARKETS AMERICAS LLCPast·CRD# 2762
BD
New York, NY
June 6, 2003 - August 20, 2003
JOSEPH GUNNAR & CO. LLCPast·CRD# 24795
BD
Uniondale, NY
September 24, 1999 - June 5, 2000

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Current Firm

BB
BENGUR BRYAN & CO., INC.

BENGUR BRYAN & CO., INC.

CRD#: 36290 / SEC#: 8-47072
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

509 South Exeter Street Suite 210, Baltimore, MD 21202

Mailing Address

509 South Exeter Street Suite 210, Baltimore, MD 21202

Phone Number

(443) 573-3030

Established

Maryland since 06/02/1991

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (1 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
BRYAN, CHARLES ALANCHIEF COMPLIANCE OFFICER1587605

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Maryland
(9/4/2020)

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Oct 2020About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2003About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2003About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2021About the Series 79TO exam

Series 7TO — General Securities Representative Examination

Passed Sep 2020About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2020About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jan 2000

Series 7 — General Securities Representative Examination

Passed Sep 1999About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Peter Gerard Cross's CRS (Customer Relationship Summary).

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