Best Investors Account Sign in
Inactive

Bryan Joseph Costin

Journey Wealth Management

Cleveland, OH

Claim This Profile
Current Employers
Journey Wealth Management

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-08-29
  • OH RA
    APPROVED
    Since 2022-08-29

Branch Locations

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • 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
Costin & Company, Cpa North Ridgeville OH 11/2001 08/2022
Beacon Financial Planners Beachwood OH 03/2008 08/2022
Lincoln Investment North Ridgeville OH 06/2012 08/2022
Beacon Financial Advisory Llc Beachwood OH 08/2015 08/2022
Journey Wealth Management Cleveland OH 08/2022 Present
Previous Registrations
  • 2015-08-07 → 2022-12-20
    Cleveland, OH
  • 2012-06-05 → 2022-08-09
    North Ridgeville, OH
  • 2012-06-01 → 2015-08-10
    North Ridgeville, OH
  • 2010-04-26 → 2012-06-01
    Cincinnati Analysts, Inc.
    North Ridgeville, OH
    Cincinnati, OH
  • 2007-03-27 → 2010-05-21
    N. Rigdeville, OH
    Beachwood, OH
  • 2004-01-28 → 2007-03-27
    Osaic Fa, Inc.
    Orange Village, OH
    North Ridgeville, OH
Other Businesses

COSTIN & KENDALL, CPA POSITION: Staff accountant NATURE: Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2001 ADDRESS: 36591 Center Ridge Rd, Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Accounting and tax services BEACON FINANCIAL ADVISORY LLC POSITION: Register Investment Advisor Representative NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2015 ADDRESS: 36591 Center Ridge Rd Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Investment Advisory BEACON FINANCIAL PARTNERS POSITION: Life Insurance and Annuities Sales Representative NATURE: Life Insurance and Annuities Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/28/2013 ADDRESS: 36591 Center Ridge Rd, Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Sale of Life Insurance and Annuities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-19
  • S66 Uniform Combined State Law Examination
    2002-07-19
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor