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Bryan Patrick Keorlet

Edelman Financial Engines

Mount Pleasant, SC

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-15
SC RA APPROVED 2024-03-15
  • TX RA
    APPROVED
    Since 2024-04-15
  • SC RA
    APPROVED
    Since 2024-03-15

Branch Locations

363 Wando Place Drive Suite 100, Mount Pleasant, SC 29464 • 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
Wbi Investments Inc. Red Bank NJ 06/2014 02/2017
Quasar Distributors, Llc Milwaukee WI 07/2014 12/2016
Foreside Fund Services, Llc Red Bank NJ 01/2017 02/2017
Shopoff Securities, Inc. Irvine CA 02/2017 05/2018
Fisher Investments Holmdel NJ 08/2018 02/2024
Edelman Financial Engines Santa Clara CA 03/2024 Present
Unemployed Long Branch NJ 05/2018 08/2018
  • 06/2014 → 02/2017
    Wbi Investments Inc.
    Red Bank, NJ
  • 07/2014 → 12/2016
    Quasar Distributors, Llc
    Milwaukee, WI
  • 01/2017 → 02/2017
    Foreside Fund Services, Llc
    Red Bank, NJ
  • 02/2017 → 05/2018
    Shopoff Securities, Inc.
    Irvine, CA
  • 08/2018 → 02/2024
    Fisher Investments
    Holmdel, NJ
  • 03/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 05/2018 → 08/2018
    Unemployed
    Long Branch, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-22
  • S66 Uniform Combined State Law Examination
    2006-09-22
Designations
Other Names
  • Bryan P Keorlet

View on SEC IAPD

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JASON THOMAS ROSENER
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PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC

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