Bryant William Boswell

Current Employers

Employment History

• 08/2017 → 05/2021
  Bucknell University
  Lewisburg, PA
• 09/2021 → 05/2022
  Rutgers University
  New Brunswick, NJ
• 06/2022 → Present
  Aviso Financial, Llc
  Hawthorne, NY
• 06/2021 → 08/2021
  Hsu Development, Inc.
  Gaithersburg, MD
• 06/2019 → 08/2019
  Hsu Development, Inc.
  Gaithersburg, MD
• 06/2018 → 08/2018
  Georgetown Prep Summer Camps
  North Bethesda, MD
• 06/2017 → 08/2017
  Georgetown Prep Summer Camps
  North Bethesda, MD
• 08/2013 → 05/2017
  Georgetown Preparatory School
  North Bethesda, MD
• 06/2019 → 08/2019
  Madlax Lacrosse Club
  Mclean, VA
• 06/2020 → 08/2020
  Madlax Lacrosse Club
  Mclean, VA
• 06/2021 → 08/2021
  Madlax Lacrosse Club
  Mclean, VA
• 09/2022 → 09/2023
  Cetera Advisors Llc
  Hawthorne, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Hawthorne, NY

Previous Registrations

• 2022-09-13 → 2023-10-03
  Cetera Investment Advisers Llc
  Hawthorne, NY

Other Businesses

1. AVISO WEALTH MANAGEMENT POSITION: Portfolio Manager NATURE: Corporation, Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 11900 NE 1st St, Suite 300, Bellevue WA 98005, United States DESCRIPTION: Analyzing client accounts and trading on behalf of them & assisting Joseph Perry with ORIA client portfolios 2. AVISO FINANCIAL CENTER POSITION: Portfolio Manager NATURE: DBA for the Osaic brokerage business from the Northumberland? Branch office INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 227 Point Township Drive, Northumberland PA 17875, United States DESCRIPTION: portfolio analyst 3. AVISO TAX SERVICES, LLC POSITION: rep NATURE: LLC - tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/13/2023 ADDRESS: 227 Point Township Drive, Northumberland PA 17857, United States DESCRIPTION: I may refer clients to this company that brands under Aviso for tax preparation or tax questions. I receive no compensation and am not affiliated with them. 4. AVISO FINANCIAL, LLC POSITION: Portfolio Manager NATURE: DBA for broker dealer related business. It is an LLC holding company INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 11900 NE 1st Street, Suite 300, Bellevue WA 98005, United States DESCRIPTION: Analyze client portfolios and trade for client accounts. Assisting Joe Perry with ORIA client portfolios 5. GEORGETOWN PREPARATORY SCHOOL POSITION: Lacrosse Coach NATURE: Educational Institution INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 10900 Rockville Pike, North Bethesda MD 20852, United States DESCRIPTION: I help coach JV lacrosse at a high school.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-29

Other Names

• Bryant Boswell