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BS

Brian G. Swift

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CRD#: 441317
BS

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 Garner Swift was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1970. Brian had worked at 9 firms and has passed the Series 63, SIE, Series 55, Series 41, Series 16, Series 1 and Series 00 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

May 13, 2019 - October 14, 2019

SUTTER CAPITAL PARTNERS, LLC

RIA
CRD#: 288442
San Francisco, CA
Past

November 14, 2018 - October 14, 2019

BOUSTEAD SECURITIES, LLC

BD
CRD#: 141391
IRVINE, CA
Past

March 24, 2016 - October 14, 2019

SUTTER SECURITIES INCORPORATED

BD
CRD#: 30770
IRVINE, CA
Past

June 15, 2010 - January 11, 2020

SRA CAPITAL MANAGEMENT LLC

RIA
CRD#: 146850
LARKSPUR, CA
Past

June 21, 1989 - March 11, 2016

SECURITY RESEARCH ASSOCIATES, INC.

BD
CRD#: 8200
SAN FRANCISCO, CA
Past

May 8, 1982 - June 6, 1989

HENRY F. SWIFT & CO.

BD
CRD#: 3548
Past

June 26, 1979 - April 8, 1982

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

February 17, 1976 - March 31, 1979

HENRY F. SWIFT & CO.

BD
CRD#: 3548
Past

July 30, 1973 - February 28, 1976

SAN FRANCISCO INVESTMENT CORPORATION

BD
CRD#: 2544
Past

September 16, 1970 - September 2, 1973

MCDONALD & MILLER SECURITIES INC

BD
CRD#: 1000003

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: 1/21/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/27/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 41
Date: 7/28/1977
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 16
Date: 10/11/1976
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 1
Date: 2/13/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 12/21/1972
General Securities Principal Examination

Current Firm


SC
SUTTER CAPITAL PARTNERS, LLC
BOUSTEAD CAPITAL PARTNERS | SUTTER CAPITAL PARTNERS, LLC | BOUSTEAD CAPITAL PARTNERS, LLC

CRD#: 288442 / SEC#:

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Contact information


Main Address
6 Venture Suite 395, Irvine, CA 92618
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


SUTTER CAPITAL PARTNERS, LLC

CRD#: 288442

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