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Ryan K Preston

Bbr Partners, LLC

New York, NY

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Current Employers
Bbr Partners, Llc

55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-06
NY RA APPROVED 2021-06-21
  • TX RA
    APPROVED_RES
    Since 2022-12-06
  • NY RA
    APPROVED
    Since 2021-06-21

Branch Locations

55 East 52Nd Street 18Th Floor, New York, NY 10055 • 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
Bbr Partners New York NY 08/2008 Present
  • 08/2008 → Present
    Bbr Partners
    New York, NY
Previous Registrations
  • 2007-05-03 → 2008-08-18
    Convergent Wealth Advisors, Llc
    Rockville, MD
  • 2004-09-02 → 2007-05-03
    Lydian Wealth Management Company, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-01
  • S65 Uniform Investment Adviser Law Examination
    2004-09-01

View on SEC IAPD

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