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BO

Brandon M. Overmyer

GP BULLHOUND
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 7014662
BO

Professional summary

Brandon Michael Overmyer, who also goes by Brandon Overmyer, is a registered financial professional currently at GP BULLHOUND INC. located in San Francisco, California.

Brandon is registered as a RR (Registered Representative) and started their career in finance in 2018. Brandon has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brandon Overmyer

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 Michael Overmyer'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

September 4, 2024 - Present

GP BULLHOUND INC.

Office #1: One Sansome Street, Floor 36 Suite 3650, San Francisco, CA 94104
BD
CRD#: 147794
San Francisco, CA
Past

October 8, 2021 - July 26, 2024

BOFA SECURITIES, INC.

BD
CRD#: 283942
SAN FRANCISCO, CA
Past

January 22, 2019 - April 27, 2021

GP BULLHOUND INC.

BD
CRD#: 147794
SAN FRANCISCO, CA
Past

December 20, 2018 - January 7, 2019

CAPSTONE PARTNERS

BD
CRD#: 132185
BOSTON, MA

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
California
(9/4/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/21/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/21/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/20/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GB
GP BULLHOUND INC.
GP BULLHOUND INC. | GP BULLHOUND, INC.

CRD#: 147794 / SEC#: , 8-67930

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

Main Address
One Sansome Street Suite 3630, San Francisco, CA 94104
Mailing Address
One Sansome Street Suite 3630, San Francisco, CA 94104
Phone number
(415) 986-0168
Established
California since 12/21/2004
Firm type
Corporation
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#
GP BULLHOUND ADVISORY LIMITEDOWNER
DAFFERNER, ALEC MPRINCIPAL,CCO, AMLCO3127024
SMITH, EDWARD MERRILLFINOP / CFO3143679

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

GP BULLHOUND INC.

CRD#: 147794San Francisco, CA 94104

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