Briana Kelly Keydel

Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-08-29

WA RA
APPROVED

Since 2024-08-29

Branch Locations

1700 Westlake Ave N, Suite 325, Seattle, WA 98109 • 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

Organization	City	State	From	To
Mutual Securities, Inc.	Camarillo	CA	03/2016	11/2017
Lakeview Financial Group, Llc	Seattle	WA	01/2006	04/2018
Private Ocean	Seattle	WA	01/2018	08/2024
Wealthspire Advisors Llc	Seattle	WA	08/2024	Present

03/2016 → 11/2017

Mutual Securities, Inc.

Camarillo, CA
01/2006 → 04/2018

Lakeview Financial Group, Llc

Seattle, WA
01/2018 → 08/2024

Private Ocean

Seattle, WA
08/2024 → Present

Wealthspire Advisors Llc

Seattle, WA

Previous Registrations

2018-01-02 → 2024-09-11

Wealthspire Advisors

Seattle, WA

San Rafael, CA
2006-04-18 → 2018-04-18

Lakeview Financial Group Llc

Seattle, WA
1997-01-15 → 2016-04-04

Cetera Wealth Services, Llc

Seattle, WA

Other Businesses

1. Independent Insurance Agency, Sole Proprietor, Start: 1996, 1700 Westlake Avenue North, Suite 325 Seattle, WA 98109, Insurance agency/agent, investment related, 1-2 hours per month, <1 hour per day during trading hours. 2. Knit for Life, Non-profit, Start: 2008, 1314 Sunset Avenue SW, Seattle, WA 98116, Non-profit organization, board member, not investment related, 2 hours per month, 0 hours per day during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-11-05
S63	Uniform Securities Agent State Law Examination	1996-10-18

S65 Uniform Investment Adviser Law Examination

1996-11-05
S63 Uniform Securities Agent State Law Examination

1996-10-18

Designations

Other Names

B Kelly Cross

View on SEC IAPD