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SG

Susan D. Garza

GLADSTONE SECURITIES
Mclean, VA 22102
Some features on this profile are disabled
CRD#: 6304671
SG

Professional summary


Susan Daland Garza, who also goes by Susan Daland Gretzkowski, is a registered financial professional currently at GLADSTONE SECURITIES, LLC located in Mclean, Virginia.

Susan is registered as a RR (Registered Representative) and started their career in finance in 2014. Susan has worked at 1 firm and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Daland Gretzkowski

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 Susan Daland Garza'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

March 31, 2014 - Present

GLADSTONE SECURITIES, LLC

Office #1: 1521 Westbranch Drive Suite 100, Mclean, VA 22102
BD
CRD#: 127808
Mclean, VA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 3/31/2014
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm


GS
GLADSTONE SECURITIES, LLC
CIRCADIAN PARTNERS LLC | GLADSTONE SECURITIES, LLC

CRD#: 127808 / SEC#: , 8-66052

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


Main Address
1521 Westbranch Drive Suite 100, Mclean, VA 22102
Mailing Address
1521 Westbranch Drive Suite 100, Mclean, VA 22102
Phone number
(703) 287-5900
Established
Connecticut since 04/07/2003
Firm type
Limited Liability Company
Fiscal year end
June
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


Direct owners and executive officers


NamePositionCRD#
THE GLADSTONE COMPANIES, INC.SHAREHOLDER
DELLAFIORA, JOHN ANTHONY JRMEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER5412022
GLADSTONE, DAVID JOHNMEMBER, BOARD OF MANAGERS4578897
KENT, RICHARD JOHNMEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL3258231
LICALSI, MICHAEL BERNARDMEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL/CHIEF LEGAL OFFICER/SECRETARY2578298
MARRONE, MICHAEL THOMASFINANCIAL AND OPERATIONS PRINCIPAL4859949

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


GLADSTONE SECURITIES, LLC

CRD#: 127808Mclean, VA 22102

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