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Bryan David Glancy

Spinnaker Financial Group, LLC

Independence, OH

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Current Employers
Spinnaker Financial Group, Llc

5005 Rockside Road Suite 600-103, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-04
OH RA APPROVED 2012-11-15
  • TX RA
    APPROVED_RES
    Since 2021-08-04
  • OH RA
    APPROVED
    Since 2012-11-15

Branch Locations

5005 Rockside Road Suite 600-103, Independence, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spinnaker Financial Group, Llc Independence OH 10/2012 Present
Previous Registrations
  • 2006-01-26 → 2012-11-05
    Securities America Advisors, Inc.
    Independence, OH
    Cleveland, OH
  • 2001-10-11 → 2005-10-17
    Osaic Fa, Inc.
    Cuyahoga Heights, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-16
  • S66 Uniform Combined State Law Examination
    2007-11-16
Designations

View on SEC IAPD

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Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
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