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Brock C. Lansdale

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CRD#: 868370
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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.

Brock Charles Lansdale was a registered financial professional .

Brock is a previously registered financial professional and started their career in finance in 1979. Brock had worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 1 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 30, 2013 - January 24, 2018

SYMETRA SECURITIES, INC.

BD
CRD#: 739
BELLEVUE, WA
Past

May 5, 2011 - October 2, 2013

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
BELLEVUE, WA
Past

May 5, 2011 - September 30, 2013

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BELLEVUE, WA
Past

December 8, 2009 - December 1, 2010

DIRECTED SERVICES LLC

RIA
CRD#: 21675
WEST CHESTER, PA
Past

July 13, 2000 - September 5, 2000

ING FUNDS DISTRIBUTOR, INC.

BD
CRD#: 36461
WILMINGTON, DE
Past

May 5, 2000 - December 1, 2010

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

May 17, 1999 - December 31, 1999

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

October 14, 1997 - May 20, 1999

AFSG SECURITIES CORPORATION

BD
CRD#: 18374
CEDAR RAPIDS, IA
Past

September 5, 1996 - September 30, 1997

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

June 21, 1994 - September 7, 1994

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

April 12, 1991 - June 23, 1992

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

August 27, 1990 - December 31, 1990

MENLO INVESTMENT CORPORATION

BD
CRD#: 19195
Past

November 19, 1989 - February 8, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

January 9, 1987 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 25, 1984 - January 19, 1987

PLANVEST CAPITAL CORPORATION

BD
CRD#: 14849
Past

November 22, 1983 - May 7, 1984

EMPIRE SECURITIES CORPORATION

BD
CRD#: 2826
Past

March 17, 1982 - December 16, 1983

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

July 2, 1979 - February 17, 1982

EQUITEC SECURITIES COMPANY

BD
CRD#: 6463

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
IAR
Series 65
Date: 12/7/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/19/1979
Registered Representative Examination

Current Firm


SS
SYMETRA SECURITIES, INC.
SAFECO SECURITIES, INC. | SYMETRA SECURITIES, INC.

CRD#: 739 / SEC#: , 8-13470

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


Main Address
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
Mailing Address
777 108th Ave Ne, Suite 1200, Bellevue, WA 98004-5135
Phone number
(800) 796-3872
Established
Washington since 08/24/1967
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
SYMETRA FINANCIAL CORPORATIONOWNER
BALKOVETZ, CHANTEL LEEDIRECTOR2490011
DIMITRI, DAVID MICHAELSECRETARY4806001
DOW, SHANEN LYNNASSISTANT TREASURER7676848
ELLIS, COURTNEY LYNNCHIEF OPERATING OFFICER5460601
FARRELL, ANDREW MICHAELPRESIDENT, DIRECTOR4463467
HANSON, COLLEENASSISTANT VICE PRESIDENT, FINANCIAL AND OPERATIONS PRINCIPAL7271134
MURPHY, COLLEEN MARYDIRECTOR4842602
NORBERG, KRISTIN ROUSTVICE PRESIDENT7033021
OBERDECK, ANDREW AASSISTANT SECRETARY8015633
OTTO, JOSEPHINE RASSISTANT SECRETARY8015301
RABIN, KEVIN WILLIAMDIRECTOR7033042
SANDERS, BARBARA ANNCHIEF COMPLIANCE OFFICER2206030

Disclosures


Regulatory Event3

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


SYMETRA SECURITIES, INC.

CRD#: 739

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