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Detailed Report
CORY BLAKE BRUNTZ
CRD#: 6368914
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Investment Adviser
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Previous Broker
BEACON POINTE ADVISORS, LLCCRD#: 119290 1408 Montgomery Street
Fort Worth, TX 76107
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - 2017 (<1 year)IABEACON POINTE ADVISORS, LLC (CRD# 119290)2021 - Present (3 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2022 - 2024 (2 years)BLPL FINANCIAL LLC (CRD# 6413)2017 - 2021 (3 years)IAROSENTHAL ADVISORY SERVICES, L.P. (CRD# 114533)2018 - 2022 (4 years)IALPL FINANCIAL LLC (CRD# 6413)2017 - 2018 (<1 year)
License(s)

State Registrations

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Texas 10/11/2021
Current Registration(s)
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BEACON POINTE ADVISORS, LLC (CRD#:119290)
1408 Montgomery Street, Fort Worth, TX 76107
Registered with this firm since 10/11/2021
Previous Registration(s)
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 03/09/2022 - 12/06/2024 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Fort Worth, TX
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 01/26/2018 - 02/16/2022 ROSENTHAL ADVISORY SERVICES, L.P. (CRD#:114533) FORT WORTH, TX
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 11/29/2017 - 10/07/2021 LPL FINANCIAL LLC (CRD#:6413) FORT WORTH, TX
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 11/29/2017 - 09/21/2018 LPL FINANCIAL LLC (CRD#:6413) FORT WORTH, TX
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 07/07/2017 - 11/29/2017 NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) (CRD#:29604) FORTH WORTH, TX
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 05/23/2017 - 11/29/2017 NATIONAL PLANNING CORPORATION (CRD#:29604) FORTH WORTH, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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
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.