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Current Employers
Bruton Chisnell Advisors, Llc

521 East Lancaster Avenue, Downingtown, PA 19335 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-03-23
  • PA RA
    APPROVED
    Since 2018-03-23

Branch Locations

521 East Lancaster Avenue, Downingtown, PA 19335 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bruton Financial Advisors, Llc Downingtown PA 06/2004 01/2018
Valmark Securities, Inc. Akron OH 12/2005 Present
Bruton Chisnell Advisors, Llc Downington PA 01/2018 Present
Bruton Chisnell Advisors, Llc Downington PA 11/2018 Present
Previous Registrations
  • 2004-09-16 → 2018-03-30
    Bruton Financial Advisors, Llc
    Downingtown, PA
  • 2003-01-08 → 2005-12-12
    Walnut Street Advisers Inc
    Downingtown, PA
Other Businesses

1) VALMARK SECURITIES, INC. - INVESTMENT RELATED - DOWNINGTOWN, PA - BROKER-DEALER - REGISTERED REPRESENTATIVE - 12/2005 - APPROX 20 HRS/MONTH (APPROX 20 HRS/MONTH DURING TRADING HRS) - GENERAL SECURITIES REPRESENTATIVE. /// 2) EXECUTIVE INSURANCE AGENCY, INC - INVESTMENT RELATED - INSURANCE AGENCY - 12/2005 - APPROX 10 HRS/MONTH (APPROX 10 HRS/MONTH DURING TRADING HRS) - INSURANCE AGENT./// 3) Bruton Chisnell Advisors, CCO, RIA, started 1/1/18, 40+ hours per month, has financial interest in company /// 4)Simpson Senior Services Foundation, Nursing home / assisted living foundation, Vice Chair, Assist with meeting coordination and fundraising activities, Started October 2019, not investment related, 1-5 hours per month, no compensation /// 5)Simpson Meadows Community Advisory Council, Advisory Council President, Lead meetings & assist with fundraising, Started January 2018, not investment related, 1-5 hours per month, no compensation - volunteer position /// 6) Bishop Shanahan High School Finance Committee; 220 Woodbine Rd, Downingtown, PA 19335; Catholic High School; Board Member; Review BSHS budget process, Review of investment allocation of funds (restricted/non-restricted), Review Financial aid process, Review financial resources and sufficient for needs; YES Investment Related; Start Date 12/01/2024; Approximately 1-5 hrs. per month; No Compensation./// 7) Simpson Senior Services; 150 Monument Road, Ste. 202, Bala Cynwyd, PA 19004; Senior Living; Board Member; The board meets quarterly, Board members are assigned to committees and fulfill the typical responsibilities of the board members; NOT Investment Related; Start Date 12/01/2024; Approximately 1-5 hrs. per month; no compensation./// 8) Yellow Box Holding Company LLC; 481 N. Cleveland - Massillon Road, Akron OH 44333; Real Estate Holding Co; Member; Manage property for commercial real estate rentals; NOT Investment Related; Start Date 11/15/2025; 25% Owner; Approximately 1-5 hrs. per month; Distribution based on ownership interest.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-24
  • S66 Uniform Combined State Law Examination
    2002-10-24

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