Commongood Securities LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 289317
- Registered since
- February 12, 2018
- Website
- www.commongoodcap.com
Firm profile
FINTRXOverview
Commongood Securities LLC is organized as a limited liability company and first registered with the SEC in 2018. Public filings identify its ownership as a mix of a domestic entity and an individual and list its regulatory classification as unclassified. The firm does not present itself as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser, pension consultant, or related adviser. Little else about the firm’s advisory services, fee schedules, client types, or day-to-day business activities is disclosed in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Jeffrey Shafer
Co-FounderCRD 2785447

Anna Cross
AccountantCRD 5894013

Stephen Hester
Vice PresidentCRD 5542603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 181 W Stovin Ave
- Time zone
- ET (UTC-5)
- Office locations
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