Dylan Edward Bond

Employer firm

Bond Financial Group, Inc. CRD 289214

$54.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Bond Financial Services
  Longmeadow, MA
• 01/2014 → Present
  Global Financial Private Capital, Llc
  East Longmeadow, MA

Previous Registrations

• 2014-01-06 → 2018-08-17
  Global Financial Private Capital, Inc.
  Longmeadow, MA
  Sarasota, FL
  East Longmeadow, MA
• 2010-07-02 → 2013-12-31
  Kalos Management
  Longmeadow, MA
  Ponte Vedra Beach, FL
• 2007-02-26 → 2010-06-29
  Woodstock Financial Group, Inc.
  Woodstock, GA
  Longmeadow, MA
• 2006-05-15 → 2007-03-20
  Voya Financial Advisors, Inc.
  Grafton, MA
  E Longmeadow, MA
• 2005-03-29 → 2006-05-17
  Usallianz Securities, Inc.
  East Long Meadow, MA
  Concord, NH

Other Businesses

FIXED INSURANCE PRODUCT SALES 5 HOURS/DAY SELL AND SERVICE FIXED ANNUITIES, LIFE INSURANCE AND LONG TERM CARE INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-01
• S63 Uniform Securities Agent State Law Examination
  1995-11-21

Other Names

• Dylan Bond