Chad Ryan Mullen

Current Employers

Employment History

• 08/2020 → 03/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2019 → 05/2020
  Legacy Planning Partners
  West Chester, PA
• 06/2018 → 09/2018
  Watchbox
  Bala Cynwyd, PA
• 03/2015 → 12/2018
  Good N Plenty
  Lancaster, PA
• 05/2018 → 07/2018
  Christiana Beer Outlet
  Christiana, PA
• 08/2016 → 04/2017
  Harrisburg Area Community College
  Lancaster, PA
• 08/2017 → 05/2020
  West Chester University
  West Chester, PA
• 05/2022 → 07/2023
  Kestra Investment Services, Llc
  Jacksonville, FL
• 07/2023 → 09/2023
  Lincoln Investment
  Fort Washington, PA
• 07/2023 → 09/2023
  Capital Analysts
  Fort Washington, PA
• 10/2023 → Present
  Baytrust Financial (Formerly Drew Capital Group)
  Tampa, FL
• 01/2024 → 12/2025
  Advisory Services Network, Llc
  Atlanta, GA
• 01/2026 → Present
  Baytrust Wealth Management, Llc
  Tampa, FL

Previous Registrations

• 2024-01-31 → 2025-12-31
  Advisory Services Network
  Tampa, FL
  Atlanta, GA
• 2023-08-01 → 2023-09-20
  Lincoln Investment
  Tampa, FL
  Palm Beach Gardens, FL
  Atlantic Beach, FL
  Tallahassee, FL
• 2023-08-03 → 2023-09-20
  Capital Analysts
  Tallahassee, FL
  Atlantic Beach, FL

Other Businesses

BAYTRUST FINANCIAL - LICENSED INSURANCE AGENT, CLIENT SERVICE REPRESENTATIVE SINCE 07/2024, SALE OF LIFE INSURANCE AND ANNUITIES. TIME SPENT 80 HRS/MONTH ALL DURING TRADING HOURS, INVESTMENT RELATED ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-28
• S63 Uniform Securities Agent State Law Examination
  2020-10-28

Other Names

• Chad Ryan Mullen
• Chad Mullen