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George Richard Brickley

Benefit Fiduciary Group LLC

Richmond, VA

CRD 2276560

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Employer firm

Benefit Fiduciary Group LLC CRD 291252

$529M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Benefit Fiduciary Group Llc

6802 Paragon Place Suite 126, Richmond, VA 23230 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-11-18
  • VA RA
    APPROVED
    Since 2020-11-18

Branch Locations

6802 Paragon Place Suite 126, Richmond, VA 23230 • 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
Benefit Fiduciary Group Richmond VA 04/1998 Present
Nfp Securities, Inc. Richmond VA 08/2014 09/2016
Kestra Financial Services, Inc. Austin TX 08/2014 12/2019
Kestra Financial Services, Inc. Richmond VA 05/2016 12/2019
Nfp Advisor Services, Llc Richmond VA 08/2014 09/2016
  • 04/1998 → Present
    Benefit Fiduciary Group
    Richmond, VA
  • 08/2014 → 09/2016
    Nfp Securities, Inc.
    Richmond, VA
  • 08/2014 → 12/2019
    Kestra Financial Services, Inc.
    Austin, TX
  • 05/2016 → 12/2019
    Kestra Financial Services, Inc.
    Richmond, VA
  • 08/2014 → 09/2016
    Nfp Advisor Services, Llc
    Richmond, VA
Previous Registrations
  • 2016-05-05 → 2019-12-05
    Richmond, VA
  • 2014-08-27 → 2016-09-22
    Kestra Investment Services, Llc
    Richmond, VA
    Austin, TX
    Richmond, VA
  • 2011-09-24 → 2014-08-29
    Financial Telesis Inc
    San Rafael, CA
    Richmond, VA
Other Businesses

Business Name: Spherient Advisors Investment Related: Yes Address: 6802 Paragon Place, Suite 126, Richmond, Virginia 23230. Nature of Business: Insurance Position, Title or Relationship: Partner/Consutant Start Date: 6/28/2018 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Client acquisition, service, business operation Business Name: Spherient Insurance Investment Related: Yes Address: 6802 Paragon Place, Suite 126, Richmond, Virginia 23230. Nature of Business: Insurance Sales Position, Title or Relationship: Insurance Agent Start Date: 6/28/2018 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Client acquisition, service, business operation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-23
S63 Uniform Securities Agent State Law Examination 1992-10-09
  • S65 Uniform Investment Adviser Law Examination
    2011-09-23
  • S63 Uniform Securities Agent State Law Examination
    1992-10-09
Other Names
  • Brick Brickley
  • George Richard Brickleyiii
  • George Richard Brickley
  • George Richard Brickley

View on SEC IAPD

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