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 registered with the SEC in 2017. FINTRX classifies the firm as "Unclassified" and lists its owner type as a domestic entity/individual. The profile flags several negative indicators: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. The FINTRX record provides no details about client segments, fee schedules, specific advisory activities, or business lines. That absence of disclosure makes it impossible from this dataset to determine whether BP Securities operates primarily as an RIA with discretionary AUM, functions in another capacity (for example, as a broker/dealer or a non-advisory entity), or is not currently active in advisory services.

Assets & Accounts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth