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Brian William Bzik

Westend Advisors, LLC

Charlotte, NC

Jupiter, FL

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Current Employers
Westend Advisors, Llc

1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-10
NC RA APPROVED 2022-03-02
  • FL RA
    APPROVED
    Since 2024-12-10
  • NC RA
    APPROVED
    Since 2022-03-02

Branch Locations

1001 Morehead Square Drive Suite 600, Charlotte, NC 28203 • United States

Jupiter, FL • 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
State Street Bank And Trust Company Boston MA 06/2015 02/2017
State Street Global Advisors Funds Distributors Llc Boston MA 02/2017 05/2019
State Street Global Advisors Trust Company Boston MA 02/2017 05/2019
Westend Advisors, Llc Charlotte NC 07/2019 Present
Victory Capital Services, Inc. Brooklyn OH 01/2022 Present
  • 06/2015 → 02/2017
    State Street Bank And Trust Company
    Boston, MA
  • 02/2017 → 05/2019
    State Street Global Advisors Funds Distributors Llc
    Boston, MA
  • 02/2017 → 05/2019
    State Street Global Advisors Trust Company
    Boston, MA
  • 07/2019 → Present
    Westend Advisors, Llc
    Charlotte, NC
  • 01/2022 → Present
    Victory Capital Services, Inc.
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-12
S65 Uniform Investment Adviser Law Examination 2019-08-16
  • S63 Uniform Securities Agent State Law Examination
    2023-10-12
  • S65 Uniform Investment Adviser Law Examination
    2019-08-16

View on SEC IAPD

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