Bryan C Richardson

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-06-27
AR	RA	APPROVED	2023-04-11

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Raymond James And Associates, Inc	Little Rock	AR	11/2020	12/2021
Us Bank Na	Little Rock	AR	12/2017	10/2020
National Lift Of Arkansas	Little Rock	AR	07/2017	12/2017
Self Employeed	Little Rock	AR	08/2013	07/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Little Rock	AR	03/2023	Present
Self Employeed	Little Rock	AR	12/2021	03/2022
First Horizon Bank	Little Rock	AR	03/2022	03/2023
Simmons Bank	Little Rock	AR	12/2021	01/2022
Bank Of America N.A.	Little Rock	AR	04/2023	Present

11/2020 → 12/2021

Raymond James And Associates, Inc

Little Rock, AR
12/2017 → 10/2020

Us Bank Na

Little Rock, AR
07/2017 → 12/2017

National Lift Of Arkansas

Little Rock, AR
08/2013 → 07/2017

Self Employeed

Little Rock, AR
03/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Little Rock, AR
12/2021 → 03/2022

Self Employeed

Little Rock, AR
03/2022 → 03/2023

First Horizon Bank

Little Rock, AR
12/2021 → 01/2022

Simmons Bank

Little Rock, AR
04/2023 → Present

Bank Of America N.A.

Little Rock, AR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-09

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