AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GS

Garrett B. Sumner

LONG BRIDGE SECURITIES
PLANO, TX 75024
Some features on this profile are disabled
CRD#: 6320306
GS
Garrett Bruce Sumner JrLONG BRIDGE SECURITIES

Professional summary


Garrett Bruce Sumner Jr, who also goes by Garrett Bruce Sumner Jr, Garrett Bruce Sumner, is a registered financial professional currently at LONG BRIDGE SECURITIES, LLC located in Plano, Texas.

Garrett is registered as a RR (Registered Representative) and started their career in finance in 2015. Garrett has worked at 4 firms and has passed the SIE, Series 99TO and Series 27 exams.

Aliases


Garrett Bruce Sumner Jr | Garrett Bruce Sumner

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 Garrett Bruce Sumner Jr'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

August 18, 2026 - Present

LONG BRIDGE SECURITIES, LLC

Office #1: 6900 Dallas Parkway Suite 03-121, Plano, TX 75024
BD
CRD#: 314519
PLANO, TX
Past

May 14, 2021 - March 26, 2026

ASHFORD SECURITIES LLC

BD
CRD#: 305330
DALLAS, TX
Past

November 7, 2019 - May 13, 2021

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
FORT WORTH, TX
Past

October 12, 2015 - October 3, 2018

PROVASI CAPITAL PARTNERS LP

BD
CRD#: 119539
DALLAS, TX

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: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
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)
Loading...

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)


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 75024

TRUST BUT VERIFY

Monitor Garrett Sumner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
RICHARDSON, TX
David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
GRAPEVINE, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.