Bryant Thomas Swann

Employer firm

Beam Wealth Advisors, Inc. CRD 109867

$1.60B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → Present
  Ray & Gregory Pc
  Tullahoma, TN
• 07/2019 → 11/2020
  Cracker Barrel Old Country Store
  Lebanon, TN
• 05/2018 → 07/2019
  Department Of Defense
  Arnold Afb, TN
• 01/2016 → 05/2018
  Ray & Gregory Pc
  Tullahoma, TN

Other Businesses

1: Name - Ray & Gregory, PC; Investment related: no; Address: 925 N. Washington Street, Tullahoma, TN 37388; Nature: accounting firm; Position/title: CPA/Partner; start date: 11/2020; Hours/month: 160; hours during security hours: 160; duties: tax preparation, tax planning, bookkeeping services, administration, client relations. 2. Name - Emerge Investment Group; Investment related: no; address; 925 N. Washington Street, Tullahoma, TN 37388; Nature: landlord commercial property; position/title: Partner; start date:8/2021 Hours/month: 1; hours during trading hours: 1; duties: collecting rent payments, making monthly note payments, reconciling the bank account, preparing the tax return. 3. Swann Properties; Not Investment Related; Same as BD Branch; rental real estate; general partner; 12/12/2022; 5 hrs/mo; 0 hrs during trading; receiving & depositing rent check monthly

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-10

Designations

• Certified Financial Planner
• Personal Financial Specialist