Bryan L. Gervais
Professional summary
Bryan L Gervais, who also goes by Bryan Lee Gervais, is a registered financial professional currently at RAYMOND JAMES & ASSOCIATES, INC. located in St. Petersburg, Florida and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.
Bryan is registered as a RR (Registered Representative) and started their career in finance in 2011. Bryan has worked at 5 firms and has passed the Series 99TO, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bryan L Gervais's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2017 - Present
RAYMOND JAMES & ASSOCIATES, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716March 16, 2023 - Present
CARILLON FUND DISTRIBUTORS, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716March 16, 2023 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 880 Carillon Parkway, St Petersburg, FL 33716February 12, 2025 - Present
SUMRIDGE PARTNERS, LLC
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716October 24, 2011 - December 9, 2013
STERNE, AGEE & LEACH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/19/2018)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Investors' Exchange LLC
MEMX LLC
NYSE American LLC
NYSE Arca, Inc.
NYSE Texas, Inc.
Nasdaq PHLX LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
SUMRIDGE PARTNERS, LLC
CRD#: 152437 / SEC#: , 8-68454
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVEREST ACQUISITION CO. | OWNER | |
| CARTER, HORACE LEROY | PRESIDENT | 2157720 |
| CATLIN, CHRISTOPHER EDWIN | DIRECTOR OF OPERATIONS/ COO (2/2015) | 1759063 |
| CHAMPAGNE, JUSTIN TYLER | MUNICIPAL PRINCIPAL/ MANAGING DIRECTOR (7/2022) | 5822474 |
| CHAMPAGNE, RYAN | HEAD OF TRADING/ SENIOR MANAGING DIRECTOR (7/2022) | 4774950 |
| DELEON, ALLYSSA NICOLE | CFO/ FINOP | 6902665 |
| JIANG, JIANZHONG | CHIEF TECHNOLOGY OFFICER/ SENIOR MANAGING DIRECTOR (7/2022) | 4779195 |
| MORANO, KEVIN ROBERT | SENIOR MANAGING DIRECTOR | 1928935 |
| SHIM, KATHERINE | CHIEF COMPLIANCE OFFICER | 4204142 |
Red Flags
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Company Information
SUMRIDGE PARTNERS, LLC
CRD#: 152437St. Petersburg, FL 33716TRUST BUT VERIFY
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