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Bart Jonathan Bryant

Kestra Advisory Services, LLC

Myrtle Beach, SC

CRD 2228278

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Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2016-04-19
  • SC RA
    APPROVED
    Since 2016-04-19

Branch Locations

3700 Palmetto Pointe Blvd, 1, Myrtle Beach, SC 29588 • 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
Bmh Invesment Group, Llc Myrtle Beach SC 01/1998 Present
Gnc Properties, Llc Myrtle Beach SC 01/2006 Present
Amaia Trusted Source Network Myrtle Beach SC 01/2006 Present
Financial Independent Group Myrtle Beach SC 01/1995 Present
Md Financial Dallas TX 01/2006 Present
Kestra Advisory Services, Llc Myrtle Beach SC 04/2016 Present
Kestra Investment Services, Llc Myrtle Beach SC 03/2015 Present
  • 01/1998 → Present
    Bmh Invesment Group, Llc
    Myrtle Beach, SC
  • 01/2006 → Present
    Gnc Properties, Llc
    Myrtle Beach, SC
  • 01/2006 → Present
    Amaia Trusted Source Network
    Myrtle Beach, SC
  • 01/1995 → Present
    Financial Independent Group
    Myrtle Beach, SC
  • 01/2006 → Present
    Md Financial
    Dallas, TX
  • 04/2016 → Present
    Myrtle Beach, SC
  • 03/2015 → Present
    Kestra Investment Services, Llc
    Myrtle Beach, SC
Previous Registrations
  • 2010-02-16 → 2015-03-31
    Ameritas Investment Company, Llc
    Myrtle Beach, SC
    Lincoln, NE
  • 2004-04-07 → 2010-02-10
    Gunnallen Financial, Inc
    Cornelius, NC
    Myrtle Beach, SC
    Myrtle Beach, SC
Other Businesses

Business Name: GRACE MINISTIRES Investment Related: No Address: 921 N. KINGS HWY MYRTLE BEACH SC 29588 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: VP OF THE BOD Start Date: 1/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: ADMINISTRATIVE ACTIVITIES PER BOD ROLEBusiness Name: FINANCIAL INDEPENDENCE GROUP (FIG) Investment Related: No Address: 19520 W. CATAWBA AVE. CORNELIUS NC 28031 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/1998 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: LTCiBusiness Name: PHYSICIANS BENEFIT NETWORK Investment Related: No Address: S0190 KATY FREEWAY STE 201 HOUSTON TX 77043 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/2005 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: DIBusiness Name: CHRISTENSEN AGENCY Investment Related: No Address: 7401 Carmel Executive Park St # 205 CHARLOTTE NC 28226 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 3/23/2015 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: AGENT FOR DIBusiness Name: GNC PROPERTIES, LLC Investment Related: No Address: 3700 PALMETTO POINTE BLVD. MYRTLE BEACH SC 29588 Nature of Business: Real Estate Position, Title or Relationship: GP Start Date: 7/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Prop MgtBusiness Name: BERKSHIRE ADVISOR RESOURCES Investment Related: Yes Address: 7900 E BERRY PLACE #200 GREENWOOD VILLAGE CO 80111 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: AGENT FOR DIBusiness Name: US Financial Services, LLC Investment Related: Yes Address: 3700 PALMETTO PTE BLVD MYRTLE BEACH SC 29588 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: MEMBER, FA, RIAR Start Date: 1/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: TO ACT IN THE BEST INTEREST OF OUR CLIENTSBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Coastal Planned Giving Advisory Council - CPGAC Investment Related: No Address: University Blvd Conway SC 29526 Nature of Business: Other Other/None of the Above Serving as an advocate to the university Position, Title or Relationship: Council member Start Date: 11/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To serve as an advocate to the University and identify potential donors

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-08
S63 Uniform Securities Agent State Law Examination 1992-06-29
  • S65 Uniform Investment Adviser Law Examination
    2001-02-08
  • S63 Uniform Securities Agent State Law Examination
    1992-06-29
Other Names
  • B J Bryant
  • Bart Jonathon Bryant
  • Bart Jonathan Bryant
  • Bart Jonathon Bryant

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