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 is registered with the SEC in 2020. Public filings list ownership as a domestic entity and an individual. The firm’s regulatory classification is unclassified in available records. Available data indicates the firm does not operate as a capital allocator, is not an active ESG investor, and is not identified as a multi-state or newly formed adviser.
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
Owners & executives
1 of 1
David Kauppi
Chief Financial OfficerCRD 7180217
Contacts
3 of 6
Brian Barry
Trading SpecialistCRD 2713492
Jenny Kellams
DirectorCRD 4270888
Michael Bottomly
AssociateCRD 5543082
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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