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BS

Brian J. Scanlon

PARTNERCAP SECURITIES
Bluffton, SC 29910
Some features on this profile are disabled
CRD#: 7961123
BS

Professional summary

Brian Joseph Scanlon JR, who also goes by Brian Joseph Scanlon, is a registered financial professional currently at PARTNERCAP SECURITIES, LLC located in Bluffton, South Carolina.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2024. Brian has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brian Joseph Scanlon

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 Brian Joseph Scanlon JR's CRS (Customer Relationship Summary).
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

November 21, 2024 - Present

PARTNERCAP SECURITIES, LLC

Office #1: 43 Station Loop, Bluffton, SC 29910
BD
CRD#: 107130
Bluffton, SC

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
Massachusetts
(11/21/2024)
RR
South Carolina
(11/21/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/28/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 11/20/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/24/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PARTNERCAP SECURITIES, LLC
HILLSBORO CAPITAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL, LLC | VAN HEDGE FUND ADVISORS INTERNATIONAL INC | PARTNERCAP SECURITIES, LLC | PARTNER CAPITAL GROUP, LLC

CRD#: 107130 / SEC#: , 8-66997

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

Main Address
43 Station Loop, Bluffton, SC 29910
Mailing Address
25 Thurmond Way # 2406, Bluffton, SC 29910
Phone number
(843) 705-1051
Established
Tennessee since 12/12/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (11 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#
PARTNER CAPITAL GROUP, LLCBENEFICIAL OWNER
VAN, JOHN CHRISTOPHERFINOP, CFO, DIRECTOR2644450
WRIGHT, PETER ANTHONYDIRECTOR, PRESIDENT3088821
COCKE, PHILIP ST. G. VDIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER, AML PRINCIPAL819248
WRIGHT, PETER ANTHONYDIRECTOR OF RESEARCH3088821

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

PARTNERCAP SECURITIES, LLC

CRD#: 107130Bluffton, SC 29910

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