Bryan Keith Merillat

Current Employers

Employment History

• 02/2013 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2010-04-14 → 2013-02-08
  Equitable Advisors, Llc
  Chelsea, MI
  Chelsea, MI
  Manchester, MI

Other Businesses

OTHER INSURANCE ACTIVITY. DBA: MERILLAT FINANCIAL GROUP. LIFE INSURANCE, DISABILITY INSURANCE POSITION: Independent Advisor NATURE: Life insurance and disability insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2013 ADDRESS: 300 N. Main, Ste. 3, Chelsea MI 48118, United States DESCRIPTION: I question my clients about what they have in place and why they may/may not feel it is adequate if their situation has changed since acquiring it. If what they hold isn't adequate/appropriate, I will then have illustrations run providing an adequate/appropriate option/s. CHELSEA ROTARY POSITION: member NATURE: Entirely Service oriented for the community, both local and global. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2017 ADDRESS: Chelsea, Chelsea MI 48118, United States DESCRIPTION: Attend chapter activities and volunteer to help with projects. MERILLAT FINANCIAL GROUP, Is Investment Related, DBA, Financial Professional, 02/01/2013,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-28
• S63 Uniform Securities Agent State Law Examination
  1999-09-15

Designations

Other Names

• Bryan Merillat