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Bryan James Bornschein

Truist Advisory Services, Inc.

Fort Lauderdale, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-14
  • FL RA
    APPROVED
    Since 2026-01-14

Branch Locations

515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • 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
Jp Morgan Chase Bank, N.A. New York NY 04/2019 05/2020
Hamlin Capital Management New York NY 01/2018 05/2018
Md Sass Investment Institute New York NY 09/2017 12/2017
Brooks Brothers Deer Park NY 06/2013 04/2019
Harley Capital (Subsidiary Of National Securities Corporation) New York NY 09/2016 12/2016
Snowden Lane Partners New York NY 05/2017 08/2017
Jp Morgan Securities Llc New York NY 04/2019 05/2020
Brooklyn College Brooklyn NY 08/2015 12/2017
Valley Financial Management, Inc. Coral Gables FL 04/2023 12/2025
Valley National Bank Coral Gables FL 04/2023 12/2025
Jp Morgan New York NY 06/2020 08/2021
Starwood Property Trust Miami Beach FL 09/2021 01/2023
Unemployed Fort Lauderdale FL 02/2023 03/2023
Ups Farmingdale NY 12/2020 12/2020
Valley Wealth Managers, Inc. Coral Gables FL 10/2023 12/2025
Truist Advisory Services. Inc Fort Lauderdale FL 12/2025 Present
  • 04/2019 → 05/2020
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 01/2018 → 05/2018
    Hamlin Capital Management
    New York, NY
  • 09/2017 → 12/2017
    Md Sass Investment Institute
    New York, NY
  • 06/2013 → 04/2019
    Brooks Brothers
    Deer Park, NY
  • 09/2016 → 12/2016
    Harley Capital (Subsidiary Of National Securities Corporation)
    New York, NY
  • 05/2017 → 08/2017
    Snowden Lane Partners
    New York, NY
  • 04/2019 → 05/2020
    Jp Morgan Securities Llc
    New York, NY
  • 08/2015 → 12/2017
    Brooklyn College
    Brooklyn, NY
  • 04/2023 → 12/2025
    Valley Financial Management, Inc.
    Coral Gables, FL
  • 04/2023 → 12/2025
    Valley National Bank
    Coral Gables, FL
  • 06/2020 → 08/2021
    Jp Morgan
    New York, NY
  • 09/2021 → 01/2023
    Starwood Property Trust
    Miami Beach, FL
  • 02/2023 → 03/2023
    Unemployed
    Fort Lauderdale, FL
  • 12/2020 → 12/2020
    Ups
    Farmingdale, NY
  • 10/2023 → 12/2025
    Coral Gables, FL
  • 12/2025 → Present
    Fort Lauderdale, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-31
S63 Uniform Securities Agent State Law Examination 2019-06-25
  • S66 Uniform Combined State Law Examination
    2023-05-31
  • S63 Uniform Securities Agent State Law Examination
    2019-06-25
Other Names
  • Bryan J Bornschein
  • Bryan Bornschein
  • Bryan James Bornschein

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