Dunn Securities, LLC
Firm details
- Headquarters
- Stuart, Florida
- CRD number
- 305349
- Registered since
- September 18, 2020
- Website
- dunncapital.com
Firm profile
FINTRXOverview
Dunn Securities, LLC is organized as a limited liability company and appears in FINTRX as having registered with the SEC in 2020. Ownership is listed as a mix of a domestic entity and an individual. The database classifies the firm as "Unclassified," which typically means FINTRX has not assigned it to one of the standard advisory categories or there isn’t enough public detail to place it. Fields in FINTRX show several negative flags: the firm is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. There are no entries for advisory activities, business activities, or fee structure in the available record, which points to a limited publicly reported profile for investment or client-facing services.
Assets & Accounts
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
Owners & executives
1 of 1
David Kauppi
Chief Financial OfficerCRD 7180217
Contacts
3 of 6
Jenny Kellams
DirectorCRD 4270888
David Dreyer
General CounselCRD 7829306
Brian Barry
Trading SpecialistCRD 2713492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stuart, FL
Martin
Location
Stuart, FL
Headquartered in Stuart, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Martin
- Address
- 309 Se Osceola St
- Time zone
- ET (UTC-5)
- Office locations
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