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TERRI ANN MCGRAY
TERRI ANN CORBETT, TERRI A GAGLIANO, TERRI ANN GAGLIANO, TERRI MCGRAY
CRD#: 1906340
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Investment Adviser
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Previous Broker
LONGEVITY CAPITAL MANAGEMENTCRD#: 328283 515 MARIN STREET
SUITE 418
THOUSAND OAKS, CA 91360
Registration History
199019952000200520102015202020252 FIRMS2010 - 2011 (<1 year)2 FIRMS2011 - 2018 (7 years)2 FIRMS2018 - 2023 (5 years)IALONGEVITY CAPITAL MANAGEMENT (CRD# 328283)2023 - Present (1 year)BEDWARD JONES (CRD# 250)1998 - 2010 (11 years)BFISERV INVESTOR SERVICES, INC. (CRD# 34637)1998 - 1998 (<1 year)BAEGON USA SECURITIES INC. (CRD# 13302)1995 - 1998 (2 years)BLOCUST STREET SECURITIES, INC. (CRD# 1703)1995 - 1995 (<1 year)BPRUCO SECURITIES CORPORATION (CRD# 5685)1989 - 1994 (5 years)BTHE PRUDENTIAL INSURANCE COMPA... (CRD# 680)1989 - 1993 (4 years)BNYLIFE SECURITIES INC. (CRD# 5167)1989 - 1989 (<1 year)IAEDWARD JONES (CRD# 250)2007 - 2010 (3 years)
License(s)

State Registrations

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California 12/1/2023

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Texas 12/1/2023

Current Registration(s)
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LONGEVITY CAPITAL MANAGEMENT (CRD#:328283)
515 MARIN STREET SUITE 418, THOUSAND OAKS, CA 91360
Registered with this firm since 12/1/2023

Previous Registration(s)
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09/19/2018 - 12/12/2023 LPL FINANCIAL LLC (CRD#:6413) THOUSAND OAKS, CA
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09/19/2018 - 12/12/2023 LPL FINANCIAL LLC (CRD#:6413) THOUSAND OAKS, CA
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01/03/2011 - 09/21/2018 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) WESTLAKE VILLAGE, CA
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01/03/2011 - 09/21/2018 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) WESTLAKE VILLAGE, CA
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09/08/2010 - 01/03/2011 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) WESTLAKE VILLAGE, CA
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09/07/2010 - 01/03/2011 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) WESTLAKE VILLAGE, CA
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08/10/2007 - 09/09/2010 EDWARD JONES (CRD#:250) THOUSAND OAKS, CA
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11/18/1998 - 09/09/2010 EDWARD JONES (CRD#:250) THOUSAND OAKS, CA
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02/18/1998 - 11/18/1998 FISERV INVESTOR SERVICES, INC. (CRD#:34637) HOUSTON, TX
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04/28/1995 - 02/18/1998 AEGON USA SECURITIES INC. (CRD#:13302) CEDAR RAPIDS, IA
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01/05/1995 - 04/23/1995 LOCUST STREET SECURITIES, INC. (CRD#:1703) DES MOINES, IA
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03/20/1989 - 07/12/1994 PRUCO SECURITIES CORPORATION (CRD#:5685) NEWARK, NJ
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03/20/1989 - 12/10/1993 THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (CRD#:680) NEWARK, NJ
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03/20/1989 - 05/11/1989 NYLIFE SECURITIES INC. (CRD#:5167) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
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Broker
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Investment Adviser
Disclosures
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.