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BB

Bryan L. Bruns

NORTH SOUTH CAPITAL
New Lenox, IL 60451
Some features on this profile are disabled
CRD#: 4594505
BB

Professional summary


Bryan Lee Bruns is a registered financial professional currently at NORTH SOUTH CAPITAL, LLC located in New Lenox, Illinois.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 2003. Bryan has worked at 4 firms and has passed the Series 63, SIE 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) - BD


Click below to view Bryan Lee Bruns's CRS (Customer Relationship Summary).
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

July 29, 2010 - Present

NORTH SOUTH CAPITAL, LLC

Office #1: 321 West Maple Street Suite 100, New Lenox, IL 60451
RIA
BD
CRD#: 148158
New Lenox, IL
Past

August 1, 2008 - July 27, 2010

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
NEW LENOX, IL
Past

April 7, 2005 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEW LENOX, IL
Past

January 2, 2003 - April 12, 2005

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL

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
Florida
(8/27/2010)
RR
Illinois
(7/29/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 1/27/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NS
NORTH SOUTH CAPITAL, LLC
NORTH SOUTH CAPITAL, LLC

CRD#: 148158 / SEC#: , 8-67979

Illinois
Registered Investment Advisory firm - SEC (2/13/2009 Approved)
Indiana
Registered Investment Advisory firm - SEC (8/18/2009 Approved)
Texas
Registered Investment Advisory firm - SEC (8/7/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
321 West Maple Street Suite 100, New Lenox, IL 60451-4409
Mailing Address
321 West Maple Street Suite 201, New Lenox, IL 60451
Phone number
(312) 445-5400
Established
Illinois since 06/20/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
8

FINRA licenses (19 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
OTT, JANE KARPINSKIMANAGING MEMBER/PRESIDENT1979000
ODONNELL, CHRISTOPHER LCCO/FINOP/CFO3010853
VASIL, AARONVICE PRESIDENT4534079

Regulatory assets under management


Total Number of Accounts136
AUM (Assets Under Management)$ 25,887,891

Disclosures


Regulatory Event1

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


NORTH SOUTH CAPITAL, LLC

CRD#: 148158New Lenox, IL 60451

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