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Brady C. Money

GREIF & CO.
Los Angeles, CA 90071
Some features on this profile are disabled
CRD#: 4672783
BM

Professional summary

Brady Carlyle Money is a registered financial professional currently at GREIF & CO. located in Los Angeles, California.

Brady is registered as a RR (Registered Representative) and started their career in finance in 2003. Brady has worked at 4 firms and has passed the Series 66, Series 79TO, 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 Brady Carlyle Money'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

September 11, 2006 - Present

GREIF & CO.

Office #1: 633 West Fifth Street Sixty-fifth Floor, Los Angeles, CA 90071
BD
CRD#: 30345
Los Angeles, CA
Past

March 14, 2005 - June 14, 2005

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
SCOTTSDALE, AZ
Past

July 21, 2003 - March 1, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
KAYSVILLE, UT
Past

July 11, 2003 - March 1, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 11, 2003 - March 1, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(9/11/2006)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2003
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

G&
GREIF & CO.
GREIF & CO.

CRD#: 30345 / SEC#: , 8-44862

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

Main Address
633 West Fifth Street 65th Floor, Los Angeles, CA 90071-2005
Mailing Address
633 West Fifth Street 65th Floor, Los Angeles, CA 90071-2005
Phone number
(213) 346-9255
Established
California since 04/24/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
GREIF, LLOYDPRESIDENT & CEO & CCO1050449

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

GREIF & CO.

CRD#: 30345Los Angeles, CA 90071

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