Brian Richard Losey

Current Employers

Employment History

• 08/2002 → 11/2021
  Mid Atlantic Capital Corporation
  Rocky River, OH
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA
• 08/2002 → 11/2021
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA

Previous Registrations

• 2003-01-16 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Hudson, OH
  Rocky River, OH
  Pittsburgh, PA

Other Businesses

1)FIXED INSURANCE BUSINESS~NON INVESTMENT RELATED~20033 DETROIT ROAD, ROCKY RIVER, OH 44116~FIXED INSURANCE~AGENT~MAY 2003~2HRS PER MONTH~2HRS PER MONTH DURING MARKET~SOLICIT LIFE INSURANCE AND ANNUITIES FOR ESTATE AND RETIREMENT PLANNING - - - - - - - - - - 2)CARRIAGE FINANCIAL GROUP~INVESTMENT RELATED~20033 DETROIT ROAD, ROCKY RIVER, OH 44116~FINANCIAL SERVICES~100% OWNER~JANUARY 2002~160HRS PER MONTH~160HRS PER MONTH DURING MARKET~PORTFOLIO MANAGEMENT, RETIREMENT PLANNING, BUDGET ADVICE, DEBT MANAGEMENT, INVESTMENT EDUCATION 3). CARRIAGE FINANCIAL GROUP~JANUARY 2002~INVESTMENT RELATED~AT REPORTED BUSINESS LOCATION(S)~DBA FOR NEWEDGE SECURITIES, INC.~AS A REGSITERED REPRESENTATIVE IF NEWEDGE SECURITIES, INC. I CONDUCT COMMISSION BASED SECURITIES BUSINESS AS A BROKER DEALER AGENT. I SPEND 10 HOURS PER MONTH DURING TRADING HOURS ON THIS ACTIVITY AND 0 HOURS DURING NON-TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-10
• S63 Uniform Securities Agent State Law Examination
  1994-09-22

Other Names

• Los Losey