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Brian Dennis Lloyd

Painted Porch Advisors LLC

Santa Barbara, CA

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Current Employers
Painted Porch Advisors Llc

115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-17
CA RA APPROVED 2020-01-29
  • TX RA
    APPROVED_RES
    Since 2021-05-17
  • CA RA
    APPROVED
    Since 2020-01-29

Branch Locations

115 S La Cumbre Lane Suite 201, Santa Barbara, CA 93105 • 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
West Coast Financial, Llc Santa Barbara CA 05/2007 04/2019
Painted Porch Advisors, Llc Santa Barbara CA 05/2019 Present
Previous Registrations
  • 2009-01-01 → 2019-06-17
    West Coast Financial, Llc
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-26
  • S65 Uniform Investment Adviser Law Examination
    2008-12-26

View on SEC IAPD

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