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Christina Vittitow O'BRyan

Beacon Asset Management

Owensboro, KY

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Current Employers
Beacon Asset Management

Owensboro, KY • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-07
TX RA APPROVED_RES 2020-03-30
  • KY RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED_RES
    Since 2020-03-30

Branch Locations

Owensboro, KY • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Asset Management Owensboro KY 01/2000 Present
Other Businesses

MS. O'BRYAN WAS APPOINTED AS A BOARD MEMBER TO THE SOUTHEAST DAVIESS COUNTY WATER DISTRICT AS OF JUNE 2012. THE WATER DISTRICT PROVIDES SAFE AND RELIABLE WATER SERVICE TO CUSTOMERS OF SOUTHEAST DAVIESS COUNTY. THE BUSINESS OFFICE IS LOCATED AT 3400 BITTEL ROAD, OWENSBORO, KENTUCKY 42301. THE SOUTHEAST DAVIESS COUNTY WATER DISTRICT MERGED WITH THE WEST DAVIESS COUNTY WATER DISTRICT IN JANUARY OF 2021. THE DAVIESS COUNTY WATER DISTRICT IS THE NAME OF THE SUCCEEDING BUSINESS. SHE ATTENDS A MONTHLY MEETING OF TWO HOURS DURING SECURITIES TRADING HOURS. MS. O'BRYAN HAS MET THE 12 HOURS OF TRAINING REQUIRED BY THE STATE TO SERVE AS A COMMISSIONER AND EXPECTS TO SPEND 4 OR MORE HOURS PER MONTH CARRYING OUT HER DUTIES WHICH INCLUDE PROVIDING OVERSIGHT TO THE MANAGEMENT OF THE DISTRICT, ACTING AS A LIAISON TO VARIOUS ISSUES FOR THE WATER DISTRICT, AND SERVING IN AN ADVISORY CAPACITY FOR EMERGENCY MANAGEMENT, FINANCIAL ISSUES, POLICIES AND MISCELLANEOUS PROGRAMS. MS. O'BRYAN IS COMPENSATED FOR THIS SERVICE. MS. O'BRYAN WAS APPOINTED BY THE FISCAL COURT TO SERVE ON THE DAVIESS COUNTY ECONOMIC DEVELOPMENT ADVISORY BOARD. THIS IS A NON PAID POSITION AND THE ADVISORY BOARD HAS NOT MET SINCE 2018. MS. O'BRYAN IS THE OWNER OF AMERICAN TAX SERVICE LLC, A TAX PREPARATION AND BOOKKEEPING SERVICE COMPANY LOCATED AT 3032 ALVEY PARK DRIVE W SUITE 301, OWENSBORO, KENTUCKY. AMERICAN TAX SERVICE IS NOT AN INVESTMENT-RELATED BUSINESS. MS. O'BRYAN ASSUMED THE PAYROLL AND BOOKKEEPING RESPONSIBILITIES OF AMERICAN TAX SERVICE BEGINNING NOVEMBER 1, 2020. AMERICAN TAX SERVICE LLC HAS FIVE EMPLOYEES. MS. O'BRYAN EXPECTS TO WORK 25 HOURS PER WEEK DURING TAX SEASON OUTSIDE OF SECURITIES TRADING HOURS. MS. O'BRYAN SERVES AS VICE PRESIDENT OF THE KENTUCKY RURAL WATER ASSOCIATION INC. AND AS A DIRECTOR FOR THE RURAL WATER FINANCING AGENCY WHICH SUCCEEDED THE KENTUCKY RURAL WATER FINANCE CORPORATION. THESE ENTITIES ARE NON-PROFIT ORGANIZATIONS. SHE IS NOT COMPENSATED FOR EITHER OF THESE POSITIONS. THE RURAL WATER FINANCING AGENCY ISSUES FINANCIAL INSTRUMENTS IN THE FORM OF REVENUE NOTES TO BE UTILIZED TO MAKE LOANS TO PUBLIC RURAL WATER AGENCIES THROUGHOUT THE UNITED STATES TO FINANCE INFRASTRUCTURE PROJECTS. THE RURAL WATER FINANCING AGENCY WAS CHARTERED IN JULY 2021 AND MS. O'BRYAN SERVES AS A CHARTER DIRECTOR. MS O'BRYAN WILL ATTEND APPROXIMATELY SIX BOARD MEETINGS A YEAR AND EXPECTS TO SPEND 20 HOURS OF HER TIME DURING SECURITIES TRADING HOURS IN THIS OVERSIGHT ROLE. THIS WILL AVERAGE 2 HOURS PER MONTH. THE RURAL WATER FINANCING AGENCY ADDRESS IS 1151 OLD PORTER PIKE, BOWLING GREEN, KENTUCKY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-04-01
  • S63 Uniform Securities Agent State Law Examination
    1991-04-01
Designations
Other Names
  • Christina Vittitow Gaddis
  • Christina Lee Vittitow

View on SEC IAPD

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