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Audrey L. Gibson

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CRD#: 7518657
AG

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.

Audrey Leigh Gibson was a registered financial professional .

Audrey is a previously registered financial professional and started their career in finance in 2015. Audrey had worked at 2 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 26, 2016 - June 8, 2017

BROOKLANDS CAPITAL STRATEGIES BD, LP

BD
CRD#: 281951
San Francisco, CA
Past

August 25, 2015 - July 15, 2016

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/28/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BROOKLANDS CAPITAL STRATEGIES BD, LP
BROOKLANDS CAPITAL STRATEGIES BD, L.P. | BROOKLANDS CAPITAL STRATEGIES BD, LP | BROOKLANDS CAPITAL STRATEGIES BD, LLC

CRD#: 281951 / SEC#: , 8-69696

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


Main Address
1170 Gorgas Avenue, San Francisco, CA 94129
Mailing Address
1170 Gorgas Avenue, San Francisco, CA 94129
Phone number
(415) 438-1200
Established
Delaware since 01/12/2016
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
BROOKLANDS CAPITAL STRATEGIES MANAGEMENT, L.P.LIMITED PARTNER
BROOKLANDS CAPITAL STRATEGIES (GP), LLCGENERAL PARTNER
CARROLL, DANIEL ASHTONMANAGING PARTNER1549544
DEMAYO, JILL ELLENCHIEF COMPLIANCE OFFICER2843305
EKBERG, JEFFERY DAVIDFINOP6499537
MCMILLAN, PETER HAMILCEO & MANAGING PARTNER1148731

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


BROOKLANDS CAPITAL STRATEGIES BD, LP

CRD#: 281951

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