Best Investors Account Sign in
Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-30
SC RA APPROVED 2018-10-19
  • TX RA
    APPROVED_RES
    Since 2021-07-30
  • SC RA
    APPROVED
    Since 2018-10-19

Branch Locations

1501 Belle Isle Ave Ste 240, Mt 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
Western Carolina University Athletics Cullowhee NC 12/2010 10/2018
Massmutual Charleston SC 03/2017 10/2018
Mml Investors Services, Llc Charleston SC 03/2017 10/2018
Principal Securities Inc Mt Pleasant SC 10/2018 Present
Principal Life Insurance Company Mt Pleasant SC 10/2018 Present
Trinity Wealth Partners Mt. Pleasant SC 10/2018 Present
Union Financial, Inc. Mt Pleasant SC 10/2021 04/2022
  • 12/2010 → 10/2018
    Western Carolina University Athletics
    Cullowhee, NC
  • 03/2017 → 10/2018
    Massmutual
    Charleston, SC
  • 03/2017 → 10/2018
    Charleston, SC
  • 10/2018 → Present
    Mt Pleasant, SC
  • 10/2018 → Present
    Principal Life Insurance Company
    Mt Pleasant, SC
  • 10/2018 → Present
    Trinity Wealth Partners
    Mt. Pleasant, SC
  • 10/2021 → 04/2022
    Union Financial, Inc.
    Mt Pleasant, SC
Previous Registrations
  • 2017-03-25 → 2018-10-16
    Charleston, SC
    Charleston, SC
  • 2016-06-30 → 2017-03-25
    Msi Financial Services, Inc.
    Charleston, SC
    Charleston, SC
Other Businesses

**Trinity Wealth Partners; Not Investment Related; Mt. Pleasant, SC; Co-owner; Co-owner of LLC. Marketing name used for DBA.; Start Date: 11/02/2018; 160 hrs per month; 160 during trading hours. **Fixed Insurance; Investment Related; Mt Pleasant SC; Agent; Fixed Life, DI, LTC, Health, Group Products (pet insurance, legal protection, identity protection, health insurance); Start Date: 08/01/2019; 8 hrs per month; 8 during trading hours. **CHARLESTON INTERRELIGIOUS COUNCIL POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2024 ADDRESS: 34 Race Street, Charleston SC 29403, United States DESCRIPTION: An organization that seeks to build bridges of understanding to promote sensitivity, tolerance, respect, and fellowship among religious groups. Board member. Assist with activities that promote relationships amongst various religions and its members in the Charleston area.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-15
S63 Uniform Securities Agent State Law Examination 2014-11-06
  • S66 Uniform Combined State Law Examination
    2016-06-15
  • S63 Uniform Securities Agent State Law Examination
    2014-11-06
Other Names
  • Bryan R. Powell
  • Bryan Powell
  • Bryan Roger Powell
  • Bryan Powell
  • Bryan Roger Powell
  • Bryan Powell
  • Bryan Roger Powell Jr

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mt Pleasant, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor