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SP

Steven G. Price

SAN BLAS SECURITIES LLC
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 6494690
SP

Professional summary

Steven Gregory Price, who also goes by Steven G Price, is a registered financial professional currently at SAN BLAS SECURITIES LLC located in Atlanta, Georgia.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2018. Steven has worked at 4 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Steven G Price

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 Steven Gregory Price'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

February 17, 2026 - Present

SAN BLAS SECURITIES LLC

Office #1: 3424 Peachtree Rd Ne Suite 2200, Atlanta, GA 30326
BD
CRD#: 290605
Atlanta, GA
Past

November 18, 2020 - March 3, 2026

CL WEALTH MANAGEMENT LLC

RIA
CRD#: 134922
Saint Petersburg, FL
Past

November 2, 2020 - March 3, 2026

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
SCHAUMBURG, IL
Past

June 19, 2018 - October 8, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST PETERSBURG, FL

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
Florida
(2/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/24/2021
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2018
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 9/8/2021
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 12/28/2020
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/19/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SB
SAN BLAS SECURITIES LLC
IFS CAPITAL MARKETS, LLC | SAN BLAS SECURITIES LLC

CRD#: 290605 / SEC#: , 8-70036

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

Main Address
233 S Wacker Dr Suite 4400, Chicago, IL 60606
Mailing Address
3424 Peachtree Rd. Ne Suite 2200, Atlanta, GA 30326-1184
Phone number
(773) 661-4448
Established
Delaware since 04/13/2017
Firm type
Limited Liability Company
Fiscal year end
March
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#
IFS GROUP, INCDIRECT OWNER
CADENA, JOHNCCO712192
CARTER, ANA ROUMENOVAFINOP4424794
MCKENZIE, ALEXYS ULANDOCEO2642827

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

SAN BLAS SECURITIES LLC

CRD#: 290605Atlanta, GA 30326

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