Individual Firm
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GREGORY ADDISON LEBAR
GREG LEBAR
CRD#: 1571584
IA
B
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 1777 MAIN ST
FL 7
SARASOTA, FL 34236
FL 7
SARASOTA, FL 34236
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 1777 MAIN ST
FL 1 & 7
SARASOTA, FL 34236
FL 1 & 7
SARASOTA, FL 34236
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2/15/2005
Customer Dispute
Closed-No Action
7/22/1999
Customer Dispute
Denied
4/16/1999
Customer Dispute
Denied
State Registrations
B
Arizona 4/13/2023
B
Nevada 12/20/2022
B
California 11/18/2014
B
New Hampshire 10/20/2021
B
Colorado 12/4/2020
B
New Jersey 5/22/2014
B
District of Columbia 4/5/2018
B
New York 1/4/2013
B
Florida 1/4/2012
B
North Carolina 4/3/2019
IA
Florida 8/18/2016
B
Ohio 4/3/2019
B
Georgia 5/5/2016
B
Pennsylvania 1/10/2012
B
Idaho 12/3/2024
B
Rhode Island 5/3/2016
B
Illinois 4/3/2019
B
Tennessee 11/25/2024
B
Indiana 2/14/2022
B
Texas 3/14/2018
B
Iowa 10/20/2021
IA
Texas 4/6/2018
B
Kentucky 11/25/2024
B
Utah 11/25/2024
B
Maine 4/4/2019
B
Vermont 4/9/2015
B
Maryland 6/20/2014
B
Virginia 6/10/2015
B
Massachusetts 1/30/2019
B
Washington 4/5/2018
B
Michigan 7/16/2018
B
Wisconsin 11/25/2024
B
Missouri 2/25/2019
B
Wyoming 6/18/2018
SRO Registrations
B
View Exams Passed by the individual in the detailed report
Learn about permitted activities of registered representatives
Learn about permitted activities of registered principals
IA
Registered with this firm since 8/18/2016
B
Registered with this firm since 1/4/2012
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/06/2012 - 12/31/2016 | SARASOTA, FL | |
IA | 10/01/2000 - 01/05/2012 | SARASOTA, FL | |
B | 10/01/2000 - 01/05/2012 | SARASOTA, FL | |
B | 11/05/1997 - 10/01/2000 | CHARLOTTE, NC | |
B | 08/17/1993 - 11/03/1997 | JACKSONVILLE, FL | |
B | 10/22/1986 - 08/17/1993 | APPLETON, WI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.