Bryan R Cogliano

Current Employers

Employment History

• 06/2014 → 05/2021
  Lincoln Financial Advisors
  Berwyn, PA
• 05/2021 → Present
  Arkadios Capital
  Atlanta, GA
• 05/2021 → Present
  Arkadios Wealth
  Atlanta, GA

Previous Registrations

• 2014-06-13 → 2021-05-10
  Osaic Fa, Inc.
  Berwyn, PA
• 2010-11-08 → 2014-09-16
  Newsquare Capital, Llc
  Newtown Square, PA
• 2007-09-04 → 2014-06-18
  New England Securities
  Newtown Square, PA
  Newtown Square, PA

Other Businesses

1) Bryan Cogliano, 850 Cassatt Road /100 Berwyn Park, Suite 200 Berwyn, Pennsylvania 19312, Category: Insurance/Life settlements, Investment Related: YES, Title: agent, Duties: Offer life settlements, Start Date: 07/13/2016, Hours per Month: 1, Hours per Month during trading hours: 1. 2) Bryan Cogliano 850 Cassatt Road /100 Berwyn Park Berwyn PA 19312 Category: Insurance, Investment Related: YES, Title: agent, Duties: Offering accident and health insurance, disability insurance, fixed annuities, indexed annuities, long term care insurance, property and casualty insurance, and traditional life insurance, Start Date: 06/12/2014, Hours per Month: 80, Hours per Month during trading hours: 80. 3) Bryan Cogliano 850 Cassatt Road Berwyn Park Suite 200, Berwyn PA 19312 Category: INSURANCE ,Investment Related: YES Title: AGENT , Duties: OFFERING PREMIUM FINANCING, Start Date: 04/29/2015, Hours per Month: 1, Hours per Month during trading hours: 1 4) Cogliano Private Wealth Strategies , Inc., 850 Cassatt Road, 100 Berwyn Park Suite 200 Berwyn PA 19312 , Category: Entity/Insurance, Investment Related: YES Title: Sole Owner, Duties: S Corp expense management re: sale of health insurance, commission based group benefits, disability insurance, health savings accounts, long term care insurance, and traditional life insurance, Start Date: May 3 2016, Hours per Month: 2, Hours per Month during trading hours: 1. 5) COGLIANO FINANCIAL SERVICES INC. , 850 CASSATT ROAD /100 BERWYN PARK, SUITE 200, BERWYN, PENNSYLVANIA 19312, CATEGORY: ENTITY, INVESTMENT RELATED: Y, TITLE: SOLE OWNER, DUTIES: EXPENSE MANAGEMENT FOR ENTITY OFFERING HEALTH INSURANCE, COMMISSION- BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE, START DATE: 03/22/2019, HOURS PER MONTH: 2, HOURS PER MONTH DURING TRADING HOURS: 1. 6)REVOLUTION X,Is Not Investment Related,,Referral,Founder,2024-01-31,1 hours per month,0 hours per month during trading hours,Fee Based Compensation,Referral to Commercial Lending resources; referral fee

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-18

Designations

Other Names

• Bryan Robert Cogliano