Ensuring integrity through rigorous regulatory standards.

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GT Securities, Inc. – FINRA/SIPC Member

Securities transactions described on this website and conducted on behalf of BPV clients are effected through GT Securities, Inc. GT Securities, Inc. is a registered broker-dealer, Member FINRA and SIPC. •    FINRA Member: Check the background of GT Securities, Inc. on FINRA's BrokerCheck at https://brokercheck.finra.org •    SIPC Member: For information about SIPC coverage, visit https://www.sipc.org

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Blue Phoenix Ventures – Nature of Business

Blue Phoenix Ventures, LLC is an M&A advisory firm operating in association with GT Securities, Inc. BPV is not itself a registered broker-dealer. All securities-related advisory services – including sell-side M&A advisory, capital raises, and related financial advisory services that constitute broker-dealer activity under applicable law – are conducted exclusively through GT Securities, Inc. by GTS-registered personnel. BPV provides non-securities advisory services including strategic planning, business valuation analysis, and general management consulting independently of GT Securities.

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No Investment Advice

Nothing on this website constitutes investment advice, a solicitation to buy or sell any security, or a recommendation of any specific transaction. The information provided is general in nature and does not take into account your individual financial situation, investment objectives, or risk tolerance. Consult qualified legal, tax, and financial advisors before entering into any transaction.

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Past Performance

Transaction case studies and representative engagements described on this website reflect past advisory activities. Past results are not indicative of future outcomes. M&A transactions and capital raises involve significant risk, and there is no guarantee that any specific result can be achieved.

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California Regulatory Status

Blue Phoenix Ventures, LLC is organized under the laws of the State of California. For inquiries regarding our regulatory status or to report a concern, please contact: [email protected].

BrokerCheck

In accordance with FINRA Rule 2210, we provide the following link: Check the background of this firm and its investment professionals on FINRA's BrokerCheck at https://brokercheck.finra.org. We encourage all clients and prospective clients to use BrokerCheck to verify the registration status and background of any investment professional.