Bryan Charles

Current Employers

Employment History

• 05/2010 → Present
  Ubs Financial Services Inc
  Houston, TX

Previous Registrations

• 2009-06-01 → 2010-05-11
  Morgan Stanley
  The Woodlands, TX
  Houston, TX
• 2008-09-10 → 2009-06-01
  Morgan Stanley & Co. Llc
  The Woodlands, TX
• 2008-05-08 → 2008-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Other Businesses

1) PC I INTERESTS, LLC / 523 West Bell Street Houston,Texas 77019 / Partnership/ Other / The LLC was created to make investments in private businesses / Partner / / I will discuss private investment opportunities with my business partner to decide if we will be making an investment on behalf of the LLC. / Start Date 8/1/17 /// 2) Eta Tau Alumni Association / TBD TBD, / Charity/ Charity / Reconnecting alumni of Sigma Nu Fraternity at Texas State, Assist the active Fraternity in business matters, Provide scholarships to underprivileged members / Member of Board of directors / / Financial Director - Establish and maintain an account at a financial institution on behalf of the entity, manage budget and assets, discuss and review financial decisions and goals / Start Date 10/1/18 /// 3) CHARLES HOLDINGS, LLC/4211 Eli St / Harris/Houston / Texas / United States/ SINGLE MEMBER LLC / Private Investments/ Invest in private deals / / Proprietor / owner / Ownership in company?: Yes, 100%/ Authority to make investment decions?: Yes/ Start Date 11/4/2020 /// 4) CRBC DEVELOPMENT, LLC / 4211 Eli StHoustonTexas 77007 / The LLC was created to make investments, primarily in real estate. / Real Estate / Partnership / I will discuss real estate investment opportunities with my business partner to decide if we will be making an investment on behalf of the LLC. My main responsibility will be operations. / Start Date: 7/29/2019 /// 5) Iozera; United States; Company; Information Technology; A technology focused company that provides data storage, data management, software, hardware, and also plans to buy and build data centers.; Member of Board of directors; Advisory Board - Help the company strategize on how to best execute; Start date: 5/1/2024

Exams

• S66 Uniform Combined State Law Examination
  2008-05-07

Other Names

• Bryan Lloyd Charles