Brian James Kearns

Current Employers

Employment History

• 03/2014 → 02/2017
  Morgan Stanley
  Glenview, IL
• 02/2017 → 03/2018
  Emberhouse, Llc
  Chicago, IL
• 03/2018 → 09/2019
  Twombly Asset Management Llc
  Wilmette, IL
• 09/2019 → Present
  Mutual Advisors, Llc.
  Omaha, NE

Previous Registrations

• 2018-03-21 → 2019-10-08
  Twombly Asset Management Llc
  Northfield, IL
• 2017-02-13 → 2018-03-27
  Emberhouse, Llc
  Chicago, IL
• 2014-03-27 → 2017-02-20
  Morgan Stanley
  Glenview, IL
• 2013-02-14 → 2014-02-27
  Mml Investors Services, Llc
  Chicago, IL
  Northbrook, IL

Other Businesses

1. Illinois CPA Society, Start Date: 2014, 550 W Jackson Blvd., Ste 900, Chicago, IL 60661, Non-profit Organization, Non-profit organization for CPA's, Co-Chair of the Personal Financial Planning Forum, Promote best practices in the financial planning industry by arranging seminars on financial, legal, or tax issues for financial planners, CPA's, Lawyers, and general public, Not Investment Related, 10 hours per month, 0 hours per day during trading hours. 2. Son of American Legion Hall (SAL) (Post 42), Start Date: 09/01/2024, 1030 Central St, Evanston, IL 60201, Non-Profit, Charity, Treasurer Sons of the American Legion, Track membership payments and remit to American Legion National, Track Charitable donations and coordinate payments to Post 42 Board, Not Investment Related, 4 Hours per month, 0 Hours per day during trading hours. 3. Haddam Road Tax and Consulting, LLC., Start Date: 10/31/2024, 1506 1/2 Florence Ave., Evanston, IL 60201, LLC, Tax Preparation, President, I will offer tax preparation, I will not be signing the tax return and will engage other CPA's/EA's to sign returns, Purely a service business, no clients funds will be held, Not Investment Related, 20 Hours per month, 1 Hour per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-21

Designations

Other Names

• Brian Kearns