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JB

John A. Bellamy

LONG BRIDGE SECURITIES
Plano, TX 75204
Some features on this profile are disabled
CRD#: 4996470
JB

Professional summary

John Aaron Bellamy, who also goes by Aaron Bellamy, is a registered financial professional currently at LONG BRIDGE SECURITIES, LLC located in Plano, Texas.

John is registered as a RR (Registered Representative) and started their career in finance in 2009. John has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Aaron Bellamy

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 John Aaron Bellamy'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

April 23, 2025 - Present

LONG BRIDGE SECURITIES, LLC

Office #1: 6900 Dallas Pkwy Suite 03-121, Plano, TX 75204
BD
CRD#: 314519
Plano, TX
Past

July 19, 2024 - April 24, 2025

VELOCITY CLEARING, LLC

BD
CRD#: 126588
HAZLET, NJ
Past

June 16, 2023 - January 10, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

August 1, 2012 - January 11, 2024

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
Westlake, TX
Past

May 26, 2010 - August 1, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
CHICAGO, IL
Past

September 3, 2009 - May 26, 2010

BELLEVUE CHICAGO, LLC

BD
CRD#: 106069
CHICAGO, 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
New York
(4/23/2025)
RR
Texas
(4/23/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/22/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2009
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/20/2012
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/23/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

LB
LONG BRIDGE SECURITIES, LLC
LONG BRIDGE SECURITIES LLC | LONGBRIDGE | LONG BRIDGE SECURITIES, LLC

CRD#: 314519 / SEC#: , 8-70711

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
413 W 14th St Suite 207a, New York, NY 10014
Mailing Address
413 W 14th St Suite 207a, New York, NY 10014
Phone number
(504) 233-2370
Established
Delaware since 03/19/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LONG BRIDGE LIMITED100% OWNER
BEVAUN, MARLONCFO/ FINOP6259795
NEIDLINGER, CHRISTOPHER WADECCO2963179
THOMAS, LAURACHIEF OPERATIONS OFFICER5364586
ZHU, XUYINGHEAD OF U.S. BUSINESS6943862

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

LONG BRIDGE SECURITIES, LLC

CRD#: 314519Plano, TX 75204

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