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Current Employers
Capital Cities Investments

426 East New York Street, Indianapolis, IN 46202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-10-26
IN RA APPROVED 1996-07-21
  • TX RA
    APPROVED_RES
    Since 2018-10-26
  • IN RA
    APPROVED
    Since 1996-07-21

Branch Locations

1 West High Street P.O. Box 801, Portland, IN 47371 • United States

426 East New York Street, Indianapolis, IN 46202 • 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
Triad Advisors, Llc Norcross GA 05/2005 11/2023
Capital Cities Investments Portland IN 03/1995 Present
Silver Oak Securities, Inc Jackson TN 11/2023 Present
  • 05/2005 → 11/2023
    Triad Advisors, Llc
    Norcross, GA
  • 03/1995 → Present
    Portland, IN
  • 11/2023 → Present
    Silver Oak Securities, Inc
    Jackson, TN
Other Businesses

1) Capital Cities Investments,Is Investment Related,426 East New York Street, Indianapolis, IN 46202,Independent RIA,IAR,1996-07-21,160 hours per month,120 hours per month during trading hours,Fee Based Compensation,"Offer fee based advice and asset management as an IAR of Capital Cities Investments, an independent RIA" 2) "Alexander Properties, LLC",Is Not Investment Related,"One West High Street, PO Box 801, Portland, IN, 47371, United States",Building ownership,Owner,1/1/2004,2 hours per month,0 hours per month during trading hours,Commission Compensation,"Updated...Currently have two properties in the LLC, one is my office building in Portland, the other is a rental in Bloomington, IN. " 3) Portland Elks Lodge,Is Not Investment Related,"125 W. High Street, , Portland, IN, 47371, United States",Non Profit,Exhalted Ruler,4/1/2024,5 hours per month,0 hours per month during trading hours,No Compensation Compensation,Member of the Board of Directors. Lead twice monthly meetings at the lodge and participate in various fundraising activities throughout the year. 4) Jay County Indiana,Is Not Investment Related,"120 N Court Street, , Portland, IN, 47371, United States",Govt,Member of County Council,11/6/2024,4 hours per month,0 hours per month during trading hours,Salary Compensation,Serve on County Council. There is a stipend but I'm not exactly sure what it is. Its in the low $4K range.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-15
S63 Uniform Securities Agent State Law Examination 1992-11-06
  • S65 Uniform Investment Adviser Law Examination
    2000-06-15
  • S63 Uniform Securities Agent State Law Examination
    1992-11-06
Other Names
  • Bryan Keith Alexander
  • Bryan Alexander

View on SEC IAPD

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