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 SEC records with a registration date of 2020. Ownership is listed as a mix of a domestic entity and an individual. The firm is marked as "Unclassified" in the dataset and has a minimal public footprint: it is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Public disclosures in the available dataset are sparse. Fields for client types, fee schedules, core business or advisory activities, and affiliations are not populated, and there are no recorded assets or client accounts in the dataset. The record does indicate a single office location on file, but no further location or contact details are provided. For anyone evaluating Dunn Securities, LLC, the available information suggests either a very small-scale operation or simply limited reporting to the data source. Confirming the firm’s current activity and service offerings will require direct contact or a review of regulatory filings (Form ADV and any state registrations) to see whether additional operational or investment details are available.
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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