Christopher Mark Bryan

Employer firm

Pine Valley Investments CRD 173995

$2.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2010 → 06/2018
  Equity Services Inc.
  Media, CA
• 08/2010 → Present
  National Life Group
  Montpelier, VT
• 09/2010 → Present
  Union Benefits Group, Llc
  Media, PA
• 06/2018 → Present
  Pine Valley Investments
  Cherry Hill, NJ

Previous Registrations

• 2010-09-10 → 2018-05-04
  Equity Services, Inc.
  Media, PA
• 2009-07-10 → 2010-11-22
  Creative Planning Institutional Advisors, Llc
  Conshohocken, PA
  Newport Beach, CA
• 2008-06-12 → 2010-09-03
  Cetera Wealth Services, Llc
  King Of Prussia, PA
• 2007-01-01 → 2008-06-09
  Principal Securities, Inc.
  Wayne, PA

Other Businesses

UNION BENEFITS GROUP,INV REL,ROSETREE BUILDING 1,1400 N PROVIDENCE RD,STE 117,MEDIA,PA 19063,INSANCE,06/2008,160HRS/MO,DUR TRD HRS,LI, HI, DI,LTC AND DO SO UNDER THE NAME OF UNION BENEFITS GROUP,LLC*KEY ADVISORS,ROSETREE BUILDING 1,1400 N PROVIDENCE RD,STE 117,MEDIA,PA 19063,INV,REL,INS SALES, AGENT,08/01/2010,160+HRS/MO,DUR TRAD HRS, I AM AN AGENT TO SELL LIFE,HEALTH,ANN.,LTC, AND DIS. I DO SO UNDER THE DBA KEY ADVISORS*CMB FINANCIAL CONSULTING,634 MARION LANE,SWARTHMORE,PA 19081,NOT INVESTMENT RELATED,NOT MARKETED TO PUBLIC,FOR INCOME TAX PURPOSES ONLY,OWNER,02/01/2013,2 HRS/MO, NOT DUR TRD HRS,S CORP TO SEPARATE PERSONAL & BUSINESS FINANCES*RIDLEY PARK PRESBYTERIAN CHURCH,300 N. SWARTHMORE AVE., RIDLEY PARK, PA 19078NOT INVESTMENT RELATED, VOLUNTEER WORKING WITH LOCAL MIDDLE AND HS YOUTH/SUNDAY SCHOOL TEACHER,YOUTH GROUP LEADER,09/2011,12 HRS/MTH,NOT DURING TRADE HRS*RIDLEY UNITED SOCCER CLUB, 315 BUCHANAN AVE., FOLSOM, PA 19033, NOT INVESTMENT RELATED, ASSISTING WITH CURRICULIM DEVELOMENT PROGRAMS, DIRECOTR OF GROWTH 7 DEVELOPMENT/COACH U8 GIRLS SOCCER, 9/2013, 8 HRS/MTH, NOT DURING TRADE HRS, ATTEND MTHLY BOARD MEETING SET SEASONAL CALENDAR AND TRAINING SCHEDULES*KNOCKERBALL PHILADELPHIA,LLC,4368 CRESSON STREET #205, PHILADELPHIA, PA 19127,NOT INVESTMENT RELATED,MANAGING MEMBER,09/2015,8 HRS/ MTH,NOT DURING TRADE HRS,OVERSIGHT OF GROWTH & DEVELOPEMENT*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 1,1400 N PROVIDENCE RD., STE 117,MEDIA,PA 19063,INV REL,INSURANCE,AGENT,ONGOING 01/01/2018,DURING TRD/HRS,75%,I SELL LIFE,HEALTH,DI,LTC AND DO SO UNDER DBA EVOLUTION FINANCIAL GROUP.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-28
• S63 Uniform Securities Agent State Law Examination
  2002-12-07