Bryan James Halicki

Current Employers

Employment History

• 09/2018 → 04/2019
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 05/2012 → 05/2019
  U.S. Army
  Ft. Huachuca, AZ
• 12/2017 → 09/2018
  Five To Nine Financial, Llc
  Phoenix, AZ
• 06/2019 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 11/2020 → 06/2023
  Securities America, Inc.
  St. Paul, MN
• 11/2020 → 06/2023
  Arbor Point Advisors
  St. Paul, MN
• 09/2021 → 06/2023
  Securities America Advisors
  St. Paul, MN
• 06/2023 → Present
  Aspire Capital Advisors, Llc
  St. Paul, MN
• 06/2023 → Present
  M.S. Howells & Co.
  St. Paul, MN
• 05/2020 → Present
  Highland Capital Brokerage
  St. Paul, MN

Previous Registrations

• 2021-09-29 → 2023-06-30
  Securities America Advisors, Inc.
  St. Paul, MN
• 2020-11-06 → 2023-06-30
  Arbor Point Advisors
  Minneapolis, MN
  St. Paul, MN
• 2019-06-13 → 2020-11-06
  Kms Financial Services, Inc.
  Minneapolis, MN
  Seattle, WA
  Seattle, WA

Other Businesses

1.Aspire Capital Advisors LLC DBA Kirkland Financial; Investment-related- Yes; 690 Cleveland Ave S. Ste 105 St. Paul, MN 55116; Nature- Investment advisory; Position/Title- IAR; Start date- 6.30.23; Approximately 160 hrs per month; 160 hrs during trading hours; Description- Serve as a financial planner offering fee-based service 2.Rental Income; Investment-related-Yes; 3729 44th Ave S. Minneapolis, MN; Nature- Landlord; Position/title- Owner; Start date-10.21.20; 5 hours per month, 2 hours per trading hours; Description- serve as a landlord, conduct repairs, collect rent 3.Five to Nine Financial LLC; Investment-related- no; 690 Cleveland Ave S St. Paul Minnesota 55406; Nature- used to establish my bank account & business for general activities; Position/title- President; Start date- 5.1.19; Approximately 50 hours per month; Approximathlley 10 hours during trading hours 4.Toastmasters; Investment related- no; 360 Cleveland Ave S St. Paul, MN 55406; Nature/Title- Public speaker; Start date- 1.1.21; Approximately 4 hours per month; 4 hours during trading hours; Description-Learn and participate in a public speaking group to better communicate with people 5.Highland Capital Brokerage Insurance Sales; Investment-related- Yes; 360 Cleveland Ave S STE 105 St. Paul, Minnesota 55406; Title/ Nature- Insurance agent for term, F&I, UL, LTC, and Whole life; Approximately 15 hours per month, 15 hours during trading hours; Description- Sells of insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-27

Designations