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Bryan James Watts

Sound Portfolio Advisors, LLC

Mystic, CT

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Current Employers
Sound Portfolio Advisors, Llc

28 Cottrell St., Mystic, CT 06355 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2018-02-05
  • CT RA
    APPROVED
    Since 2018-02-05

Branch Locations

28 Cottrell St., Mystic, CT 06355 • 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
Parker Financial Planning, Llc Mystic CT 02/2018 Present
Bondedge Solutions Bedford MA 03/2015 02/2018
  • 02/2018 → Present
    Parker Financial Planning, Llc
    Mystic, CT
  • 03/2015 → 02/2018
    Bondedge Solutions
    Bedford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-29
  • S65 Uniform Investment Adviser Law Examination
    2018-01-29

View on SEC IAPD

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