Bryan D Beatty

Current Employers

Employment History

• 01/2004 → Present
  Egan Berger & Weiner, Llc
  Vienna, VA
• 09/2014 → 06/2021
  Voya Financial Advisors
  Vienna, VA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-08-13 → 2021-06-09
  Voya Financial Advisors, Inc.
  Bridgewater, NJ
  Vienna, VA
  Vienna, VA
  Windsor, CT
• 1999-06-23 → 2004-08-11
  Osaic Fs, Inc.
  Falls Church, VA

Other Businesses

1) NAME OF ENTITY: Alzheimer's Charity Golf; No; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; charity fundraiser; organizer; 4/25/2012; 2; 0; organize, manage, promote, conduct, collect donations for, and pay costs for a golf tournament as a fundraiser event to benefit the local Alzheimer's Association chapter| 2) NAME OF ENTITY: FINANCIAL PLANNING ASSOCIATION-NATIONAL CAPITAL; No; ; DENVER; CO; ; NON-PROFIT ORGANIZATION; SECRETARY; 1/1/2014; 10; 0; PROMOTE FINANCIAL PLANNING AND CREDIT CE PROGRAMS.| 3) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/28/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 4) NAME OF ENTITY: INSTITUE FOR FIDUCIARY STUDIES; No; 8460 TYCO RD STE E; VIENNA; VA; 22182; NON PROFIT ORGANIZATION; BOARD MEMBER; 8/15/2014; 5; 0; WRITE NARTIVE;DEBATE CONTENT;PROVIDE PROFESSIONAL PERSPECTIVE FROM PRACTIVE EXPERIENCE.| 5) NAME OF ENTITY: Egan Berger & Weiner, LLC; Yes; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; FINANCIAL SERVICES/DBA; PART OWNER; 1/1/2004; 160; 160; sale of securities and insurance products.| 6) NAME OF OTHER BUSINESS: LOUDOUN COUNTY REPUBLICAN PARTY; INVESTMENT RELATED: NO; ADDRESS: P O BOX 547 LEESBURG, VA 20178; NATURE OF BUSINESS: POLITICAL ORGANIZATION ; START DATE: 3/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: AUDIT BANK STATEMENTS, CASH FLOW, DEPOSIT CHECKS, AUTHORIZE CHECKS AND EXPENSES; 7) NAME OF OTHER BUSINESS: EBW RISK MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR INSURANCE BUSINESS; 8) NAME OF OTHER BUSINESS: EBP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-27
• S63 Uniform Securities Agent State Law Examination
  1992-01-24

Designations