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Brandon L. Friedman

IA GLOBAL CAPITAL LLC
NEW YORK CITY, NY 10178
Some features on this profile are disabled
CRD#: 6982805
BF

Professional summary


Brandon Lamm Friedman, who also goes by Brandon Friedman, is a registered financial professional currently at IA GLOBAL CAPITAL LLC located in New York City, New York.

Brandon is registered as a RR (Registered Representative) and started their career in finance in 2018. Brandon has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brandon Friedman

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 Brandon Lamm Friedman'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

January 30, 2024 - Present

IA GLOBAL CAPITAL LLC

Office #1: 101 Park Avenue 38th Floor, New York City, NY 10178
BD
CRD#: 129802
NEW YORK CITY, NY
Past

April 5, 2022 - July 17, 2023

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

May 10, 2021 - March 31, 2022

BTIG, LLC

BD
CRD#: 122225
New York, NY
Past

October 2, 2018 - May 13, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
PHILADELPHIA, PA

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
New York
(1/30/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/7/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/6/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IG
IA GLOBAL CAPITAL LLC
IA GLOBAL CAPITAL LLC | INNOVATION ADVISORS LLC

CRD#: 129802 / SEC#: , 8-66255

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


Main Address
101 Park Avenue 38th Floor, New York City, NY 10178
Mailing Address
244 Madison Avenue #385, New York City, NY 10016
Phone number
(212) 710-5302
Established
New York since 06/09/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
IA GLOBAL CAPITAL HOLDING LLCOWNER
FRIEDFELD GEBAIDE, ERIC FOSTERMANAGER2801908
FRIEDFELDGEBAIDE, ERIC FOSTERCHIEF COMPLIANCE OFFICER2801908
MACK, ALEXANDER HERBERTFINANCIAL AND OPERATIONS PRINCIPAL, CFO, PRINCIPAL4805607

Disclosures


Regulatory Event1

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


IA GLOBAL CAPITAL LLC

CRD#: 129802New York City, NY 10178

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