Brook Campbell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brook Campbell, who also goes by Brook Addison Buck, Brook Buck, Brook Buck Campbell, Brook Addison Connelly, was a registered financial professional .
Brook is a previously registered financial professional and started their career in finance in 2016. Brook had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 22, 2020 - February 12, 2026
GEOWEALTH MANAGEMENT LLC
January 5, 2018 - December 31, 2025
CREATIVEONE SECURITIES, LLC
April 18, 2016 - August 11, 2016
GOLDMAN SACHS & CO. LLC
Primary Firm SEC Registration
GEOWEALTH MANAGEMENT LLC
CRD#: 148222 / SEC#: 801-71114
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GEOWEALTH MANAGEMENT LLC
CRD#: 148222 / SEC#: 801-71114
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 77,019 |
| AUM (Assets Under Management) | $ 13,610,973,546 |
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.
