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GREGORY JOHN BONZAGNI
CRD#: 2790251
IA
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BEACON CAPITAL MANAGEMENT, INC.CRD#: 120641 7777 WASHINGTON VILLAGE DRIVE
SUITE 280
DAYTON, OH 45459
SUITE 280
DAYTON, OH 45459
SAMMONS FINANCIAL NETWORK, LLCCRD#: 158538 NORWELL, MA
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Disclosures
26
Years of Experience
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State Registrations
IA
Iowa 2/4/2022
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Massachusetts 2/14/2012
SRO Registrations
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IA
Registered with this firm since 2/4/2022
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| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/03/2013 - 11/03/2021 | WEST DES MOINES, IA | |
IA | 06/14/2011 - 10/20/2011 | NORWELL, MA | |
B | 06/08/2011 - 10/20/2011 | DES MOINES, IA | |
IA | 11/26/2009 - 12/15/2010 | SCOTTSDALE, AZ | |
B | 02/13/2007 - 12/15/2010 | WEST CHESTER, PA | |
B | 08/22/2005 - 02/05/2007 | CHICAGO, IL | |
B | 01/04/2001 - 06/30/2005 | BOSTON, MA | |
B | 11/05/1998 - 11/22/2000 | BOSTON, MA | |
B | 11/22/1996 - 08/15/1997 | BOSTON, MA |
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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.