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Brent Gaylon Burr

Burr Financial Services, LLC

Sparks, NV

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Current Employers
Burr Financial Services, Llc

Sparks, NV • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-11-03
TX RA APPROVED 2024-02-16
CA RA APPROVED 2022-09-30
  • NV RA
    APPROVED
    Since 2025-11-03
  • TX RA
    APPROVED
    Since 2024-02-16
  • CA RA
    APPROVED
    Since 2022-09-30

Branch Locations

Sparks, NV • 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
Independent Financial Group Pleasant Hill CA 03/2012 09/2022
Burr Financial Services, Llc Sparks NV 09/2022 Present
Previous Registrations
  • 2012-03-15 → 2022-09-30
    San Diego, CA
    San Diego, CA
    Pleasant Hill, CA
  • 2008-12-23 → 2012-03-16
    Woodbury Financial Services, Inc.
    Pleasant Hill, CA
    Concord, CA
    Dublin, CA
  • 2002-05-20 → 2008-12-23
    Avantax Advisory Services
    Concord, CA
Other Businesses

(1) INSURANCE POSITION: Independent Contractor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 02/06/2002 ADDRESS: 7463 NAUTILUS DRIVE, SPARKS NV 89436, United States DESCRIPTION: INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE (2) BURR TAX AND FINANCIAL SERVICES POSITION: Owner & Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 06/1993 ADDRESS: 7463 NAUTILUS DRIVE, SPARKS NV 89436, United States DESCRIPTION: 100% OWNER OF BURR TAX AND FINANCIAL SERVICES OFFERING TAX PREPARATION SERVICES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-01
S63 Uniform Securities Agent State Law Examination 1993-09-27
  • S66 Uniform Combined State Law Examination
    2023-12-01
  • S63 Uniform Securities Agent State Law Examination
    1993-09-27
Other Names
  • Brent Gaylon Burr

View on SEC IAPD

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