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Weston Claude Bryan

Accruent Wealth Advisors

Winston-Salem, NC

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Current Employers
Accruent Wealth Advisors

1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC 27103 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-02-26
  • NC RA
    APPROVED
    Since 2024-02-26

Branch Locations

1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC 27103 • 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
Accruent Wealth Advisors (Wealth Management Group.INc.) Winston Salem NC 06/2023 Present
Ilda And The Wine Bar, Llc Sylva NC 05/2021 05/2023
Shoebooties Cafe Murphy NC 07/2014 05/2021
Western Carolina University Cullowhee NC 11/2022 05/2023
  • 06/2023 → Present
    Accruent Wealth Advisors (Wealth Management Group.INc.)
    Winston Salem, NC
  • 05/2021 → 05/2023
    Ilda And The Wine Bar, Llc
    Sylva, NC
  • 07/2014 → 05/2021
    Shoebooties Cafe
    Murphy, NC
  • 11/2022 → 05/2023
    Western Carolina University
    Cullowhee, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
Other Names
  • Wes Claude Bryan

View on SEC IAPD

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JT STRATFORD, LLC
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FIRST CITIZENS INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
PRINCIPAL SECURITIES, INC.
PARK AVENUE SECURITIES LLC
VIRTUE CAPITAL MANAGEMENT, LLC

Other Investors

DALE MARTIN BROWN
DAVID BRIAN REA
JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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