Brian E. Devlin
Professional summary
Brian Edmund Devlin is a registered financial professional currently at RAYMOND JAMES & ASSOCIATES, INC. located in St. Petersburg, Florida and SUMRIDGE PARTNERS, LLC located in St. Petersburg, Florida.
Brian is registered as a RR (Registered Representative) and started their career in finance in 2020. Brian has worked at 3 firms and has passed the Series 99TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Edmund Devlin's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2020 - Present
RAYMOND JAMES & ASSOCIATES, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716July 15, 2022 - Present
SUMRIDGE PARTNERS, LLC
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716March 24, 2026 - Present
GREENSLEDGE CAPITAL MARKETS LLC
Office #1: 575 Lexington Avenue 32nd Floor, New York, NY 10022State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 5/23/2020
Operations Professional ExaminationFINRA
Current Firm
GREENSLEDGE CAPITAL MARKETS LLC
CRD#: 151026 / SEC#: , 8-68328
Contact information
FINRA licenses (5 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GREENSLEDGE HOLDINGS LLC | OWNER | |
| GOLDWASSER PLUTZIK, LESLEY DANA | MANAGING DIRECTOR AND MEMBER OF MANAGEMENT COMMITTEE | 1315659 |
| KANE, JAMES BRASSLER | MANAGING DIRECTOR AND MEMBER OF MANAGEMENT COMMITTEE | 2568683 |
| MILLER, ANDREW DAVID | FINOP | 5106774 |
| WORMSER, KENNETH MARK | MANAGING DIRECTOR AND MEMBER OF MANAGEMENT COMMITTEE | 2099206 |
| ZEITLIN, BRIAN SCOTT | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER/MEMBER OF MANAGEMENT COMMITTEE | 2898818 |
Red Flags
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