Barbara Dettmer

BANCO DO BRASIL SECURITIES LLC

MIAMI, FL 33131

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CRD#: 4801990

Professional summary

Barbara Dettmer, who also goes by Barbara Barreiro Gomes, is a registered financial advisor currently at BANCO DO BRASIL SECURITIES LLC located in Miami, Florida.

Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Barbara has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Barbara Barreiro Gomes

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) - RIA

Click below to view Barbara Dettmer's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Barbara Dettmer'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

September 8, 2022 - Present

BANCO DO BRASIL SECURITIES LLC

Office #1: 2 South Biscayne Blvd. Suite #3150, Miami, FL 33131Office #2: 2 South Biscayne Blvd. Suite #3150, Miami, FL 33131Office #3: 2 South Biscayne Blvd. Suite #3150, Miami, FL 33131

RIA

CRD#: 132701

MIAMI, FL

Current

June 30, 2021 - Present

BANCO DO BRASIL SECURITIES LLC

Office #1: 2 South Biscayne Blvd. Suite #3150, Miami, FL 33131Office #2: 2 South Biscayne Blvd. Suite #3150, Miami, FL 33131Office #3: 2 South Biscayne Blvd. Suite #3150, Miami, FL 33131

RIA

CRD#: 132701

MIAMI, FL

Past

September 28, 2016 - November 11, 2020

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

MIAMI, FL

Past

August 2, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

MIAMI, FL

Past

July 19, 2016 - November 11, 2020

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MIAMI, FL

Past

June 19, 2013 - July 11, 2016

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

MIAMI, FL

Past

April 23, 2008 - July 11, 2016

HSBC SECURITIES (USA) INC.

CRD#: 19585

MIAMI, FL

Past

May 29, 2007 - April 17, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

June 14, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

MIAMI, FL

Past

November 21, 2005 - April 6, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 31, 2004 - November 7, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Alabama
(9/12/2023)

California
(6/30/2021)

Colorado
(6/30/2021)

Delaware
(6/30/2021)

District of Columbia
(6/30/2021)

Florida
(6/30/2021)

IAR

Florida
(9/8/2022)

Indiana
(9/12/2023)

Maryland
(6/30/2021)

Michigan
(8/14/2025)

Minnesota
(6/30/2021)

New York
(6/30/2021)

Texas
(6/30/2021)

Virginia
(6/30/2021)

Washington
(9/12/2023)

Wisconsin
(12/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/15/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/4/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BANCO DO BRASIL SECURITIES LLC

CRD#: 132701 / SEC#: , 8-66625

Florida

Registered Investment Advisory firm - SEC (9/6/2022 Approved)

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

2 South Biscayne Blvd. Suite #3150, Miami, FL 33131

Mailing Address

2 South Biscayne Blvd. Suite #3150, Miami, FL 33131

Phone number

(407) 608-1780

Established

New York since 07/12/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BANCO DO BRASIL S.A.	SOLE MEMBER
ABREU, JULIANO MARCATTO DE	MEMBER OF THE BOARD OF DIRECTORS	7971425
FRANCA, MELISSA BUENO	CHIEF COMPLIANCE OFFICER & AMLCO	5185735
FRUET JUNIOR, JOAO FRANCISCO	MEMBER OF THE BOARD OF DIRECTORS	6759546
INCERROMEO, MARIA ESTIBALIZ	CHIEF INVESTMENT OFFICER	5885341
MOREIRA, JEFERSON MUNHOZ	CHIEF BUSINESS OFFICER / BOM	5083219
PORTNOFF, DAVID ROSS	FINOP/CFO	2977967
RIOS NOGALES GARCES, FABIO LUIS	PRINCIPAL OPERATIONS OFFICER	5788772
ROSSI, GUILHERME ALEXANDRE	MEMBER OF THE BOARD OF DIRECTORS	7824752
SILVA ROSOSTOLATO, DIOGO	CHIEF EXECUTIVE OFFICER	7629292

Disclosures

Civil Event

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.

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Advisor Monitoring

Firm Stability Insights

Barbara Dettmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Dettmer's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Barbara Dettmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANCO DO BRASIL SECURITIES LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/15/2013

Series 63

Date: 10/4/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/30/2004

FINRA

Current Firm

BANCO DO BRASIL SECURITIES LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

BANCO DO BRASIL SECURITIES LLC

TRUST BUT VERIFY

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