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BE

Brian A. Egwele

EGWELE SECURITIES LLC
Chicago, IL 60606
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CRD#: 5020888
BE

Professional summary


Brian Afam Egwele, who also goes by Brian Egwele, is a registered financial professional currently at EGWELE SECURITIES LLC located in Chicago, Illinois.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2005. Brian has worked at 4 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Egwele

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 Brian Afam Egwele'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 2, 2020 - Present

EGWELE SECURITIES LLC

Office #1: 155 North Wacker Drive Suite 4250, Chicago, IL 60606Office #2: 155 North Wacker Drive Suite 4250, Chicago, IL 60606
BD
CRD#: 309093
Chicago, IL
Past

October 28, 2019 - December 2, 2019

INDEPENDENT INVESTMENT BANKERS, CORP.

BD
CRD#: 154134
AUSTIN, TX
Past

July 13, 2009 - November 27, 2017

DC ADVISORY

BD
CRD#: 129919
CHICAGO, IL
Past

October 11, 2005 - July 22, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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
Arizona
(4/22/2021)
RR
California
(10/7/2020)
RR
Colorado
(10/22/2020)
RR
Delaware
(5/10/2021)
RR
Florida
(11/25/2020)
RR
Georgia
(11/9/2020)
RR
Illinois
(9/22/2020)
RR
Indiana
(6/30/2021)
RR
Iowa
(4/14/2021)
RR
Kansas
(6/24/2021)
RR
Kentucky
(1/11/2021)
RR
Louisiana
(4/19/2021)
RR
Michigan
(1/4/2021)
RR
Missouri
(7/12/2021)
RR
New York
(9/29/2020)
RR
Ohio
(10/30/2020)
RR
Texas
(11/6/2020)
RR
Virginia
(6/22/2021)
RR
Washington
(1/4/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/17/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 6/16/2020
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


ES
EGWELE SECURITIES LLC
EGWELE & COMPANY | EGWELE SECURITIES LLC | EGWELE & COMPANY LLC

CRD#: 309093 / SEC#: , 8-70521

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


Main Address
155 North Wacker Drive Suite 4250, Chicago, IL 60606
Mailing Address
155 North Wacker Drive Suite 4250, Chicago, IL 60606
Phone number
(312) 803-6936
Established
Illinois since 11/20/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

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)

Direct owners and executive officers


NamePositionCRD#
EGWELE & COMPANY LLCPARENT COMPANY
EGWELE, BRIAN AFAMCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER5020888
KINZER, CAROL ANNFINOP4519471

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


EGWELE SECURITIES LLC

CRD#: 309093Chicago, IL 60606

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