Brian J Forneris

Current Employers

Employment History

• 06/2013 → 02/2019
  Stancorp Equities, Inc.
  Independence, OH
• 08/2013 → 02/2019
  Stancorp Investment Advisers, Inc.
  Independence, OH
• 02/2019 → 02/2022
  Securian Finacial Services Inc
  St. Paul, MN
• 01/2019 → 03/2022
  Minnesota Life Insurance Company Inc
  St. Paul, MN
• 03/2022 → 08/2022
  First National Trust
  Cleveland, OH
• 08/2022 → 12/2022
  Unemployed
  Amherst, OH
• 01/2023 → 10/2023
  Intellicents Investment Solutions
  Amherst, OH
• 10/2023 → 04/2025
  Marcum Wealth
  Cleveland, OH
• 06/2025 → Present
  Raymond James & Associates
  Amherst, OH

Previous Registrations

• 2023-10-26 → 2025-04-16
  Marcum Wealth, Llc
  Cleveland, OH
  Amherst, OH
• 2022-12-16 → 2023-09-20
  Intellicents Investment Solutions Inc
  Albert Lea, MN
  Amherst, OH
• 2013-08-01 → 2019-02-07
  Stancorp Investment Advisers, Inc.
  Independence, OH
• 2006-01-13 → 2013-06-14
  Principal Securities, Inc.
  Cleveland, OH
  Des Moines, IA
  Cleveland, OH
  New York, NY
• 2004-02-24 → 2005-12-08
  Valic Financial Advisors, Inc.
  Independence, OH
• 2003-09-10 → 2004-02-04
  Banc One Securities Corporation
  Lorain, OH
• 2003-01-08 → 2003-08-19
  Country Trust Bank
  Morris, IL

Other Businesses

(1)Name of Business: Echo Holdings LLC Address: 953 Rome Beauty Drive, Amherst, OH, 44001, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential Real Estate Rentals

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-18
• S65 Uniform Investment Adviser Law Examination
  2022-12-16

Other Names

• Brian J. Forneris
• Brian John Forneris
• Brian Forneris