BP Securities, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Bellevue, Washington
CRD number
288568
Registered since
November 27, 2017

Firm profile

FINTRX

Overview

BP Securities, LLC is organized as a limited liability company and is registered with the SEC since 2017. FINTRX classifies the firm as a placement agent rather than a capital allocator or discretionary investment manager. The record indicates mixed ownership (domestic entity and individual) and shows the firm does not position itself as an ESG-focused investor, multi-state adviser, pension consultant, or related adviser. No details about advisory services, fee schedule, client mix, or business activities were supplied in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gregory Noone

    Gregory Noone

    CEO & CCOCRD 6098019

Contacts

2 of 2
  • Richard Means

    ManagerCRD 4355269

  • Jason Black

    Jason Black

    Registered RepresentativeCRD 4565762

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bellevue, WA

King

Location

Bellevue, WA

Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
11100 Ne 8th St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth