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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-04-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2016 | 03/2024 |
| Bryan Wealth Management Llc | Wheeling | WV | 05/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 03/2024 |
| Lpl Financial Llc | Wheeling | WV | 03/2024 | Present |
1) 03/14/2024 - Bryan Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 110 Hours per month. 2) 03/14/2024 - Non-Variable Insurance - Selling: Life, Health, Disability, Fixed Annuities and Long Term Care - Advisornet and Pittsburgh Brokerage - Wv 26003 - Investment related - 10 Hours per month - Start date: 10/1/1985. 3) 03/14/2024 - Notary - WV 26003 - Investment related - 1% Time spent - Start date: 10/01/2014.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-05 |
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