Individual Firm
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BRYAN J LARRISON
CRD#: 2709096
IA
B
TRUSTMONT ADVISORY GROUP, INC.CRD#: 106015 DUBLIN, OH
TRUSTMONT FINANCIAL GROUP, INC.CRD#: 18312 DUBLIN, OH
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3/22/2010
Employment Separation After Allegations
9/8/2009
Customer Dispute
Denied
State Registrations
B
California 6/20/2024
B
Ohio 4/4/2024
B
Florida 2/3/2025
IA
Ohio 4/4/2024
B
Georgia 8/9/2024
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
B
Registered with this firm since 11/9/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/10/2017 - 08/01/2023 | Dublin, OH | |
B | 03/10/2017 - 08/01/2023 | Dublin, OH | |
IA | 06/22/2010 - 03/13/2017 | DUBLIN, OH | |
B | 06/24/2014 - 03/13/2017 | GREENVILLE, SC | |
B | 06/01/2010 - 06/23/2014 | COLUMBUS, OH | |
IA | 04/27/2007 - 04/21/2010 | COLUMBUS, OH | |
B | 04/27/2007 - 04/21/2010 | COLUMBUS, OH | |
IA | 11/04/2003 - 05/15/2007 | UPPER ARLINGTON, OH | |
B | 10/31/2003 - 05/15/2007 | UPPER ARLINGTON, OH | |
IA | 08/28/2001 - 11/13/2003 | PALO ALTO, CA | |
B | 02/01/2001 - 11/13/2003 | NEW YORK, NY | |
B | 08/30/1999 - 12/12/2000 | NEW YORK, NY |
GREENVILLE, SC
06/24/2014 - 03/13/2017
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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.