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Brandon W. Levitan

CRD#: 7560459
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Brandon Wolfe Levitan

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.

Brandon Wolfe Levitan was a registered financial professional .

Brandon is a previously registered financial professional and started their career in finance in 2022. Brandon had worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

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

August 24, 2022 - July 5, 2023

GB CAPITAL MARKETS LLC

BD
CRD#: 25591
WASHINGTON, DC

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: 8/24/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/24/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


GC
GB CAPITAL MARKETS LLC
CVF SECURITIES, INC. | GB CAPITAL MARKETS, INC. | GB CAPITAL MARKETS LLC

CRD#: 25591 / SEC#: , 8-41854

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


Main Address
1011 North Carolina Ave Se, Washington, DC 20003
Mailing Address
1011 North Carolina Ave Se, Washington, DC 20003
Phone number
(202) 550-5676
Established
Delaware since 10/12/1989
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GBFS HOLDINGS LLCOWNER/SHAREHOLDER
JONES, SHARONFINOP/PFO3124470
RATNER, JENNIFER YCEO/CCO4887584

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


GB CAPITAL MARKETS LLC

CRD#: 25591

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