BB
Bart J. Bryant
KESTRA ADVISORY SERVICES
MYRTLE BEACH, SC 29588
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CRD#: 2228278
BB
Professional summary
Bart Jonathan Bryant, who also goes by B J Bryant, Bart Jonathon Bryant, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Myrtle Beach, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Myrtle Beach, South Carolina.
Bart is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Bart has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
B J Bryant | Bart Jonathon Bryant
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: GRACE MINISTIRES Investment Related: No Address: 921 N. KINGS HWY MYRTLE BEACH SC 29588 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: VP OF THE BOD Start Date: 1/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: ADMINISTRATIVE ACTIVITIES PER BOD ROLEBusiness Name: FINANCIAL INDEPENDENCE GROUP (FIG) Investment Related: No Address: 19520 W. CATAWBA AVE. CORNELIUS NC 28031 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/1998 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: LTCiBusiness Name: PHYSICIANS BENEFIT NETWORK Investment Related: No Address: S0190 KATY FREEWAY STE 201 HOUSTON TX 77043 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/2005 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: DIBusiness Name: CHRISTENSEN AGENCY Investment Related: No Address: 7401 Carmel Executive Park St # 205 CHARLOTTE NC 28226 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 3/23/2015 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: AGENT FOR DIBusiness Name: GNC PROPERTIES, LLC Investment Related: No Address: 3700 PALMETTO POINTE BLVD. MYRTLE BEACH SC 29588 Nature of Business: Real Estate Position, Title or Relationship: GP Start Date: 7/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Prop MgtBusiness Name: BERKSHIRE ADVISOR RESOURCES Investment Related: Yes Address: 7900 E BERRY PLACE #200 GREENWOOD VILLAGE CO 80111 Nature of Business: Insurance Position, Title or Relationship: AGENT Start Date: 1/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: AGENT FOR DIBusiness Name: US Financial Services, LLC Investment Related: Yes Address: 3700 PALMETTO PTE BLVD MYRTLE BEACH SC 29588 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: MEMBER, FA, RIAR Start Date: 1/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: TO ACT IN THE BEST INTEREST OF OUR CLIENTSBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Coastal Planned Giving Advisory Council - CPGAC Investment Related: No Address: University Blvd Conway SC 29526 Nature of Business: Other Other/None of the Above Serving as an advocate to the university Position, Title or Relationship: Council member Start Date: 11/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To serve as an advocate to the University and identify potential donors
CRS (Client Relationship Summary) - RIA
Click below to view Bart Jonathan Bryant's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 3700 Palmetto Pointe Blvd 1, Myrtle Beach, SC, 29588RIA
CRD#: 283330
MYRTLE BEACH, SC
Current
March 20, 2015 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 3700 Palmetto Pointe Blvd 1, Myrtle Beach, SC, 29588BD
CRD#: 42046
Myrtle Beach, SC
Past
March 23, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
February 16, 2010 - March 31, 2015
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
MYRTLE BEACH, SC
Past
January 27, 2010 - March 31, 2015
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
MYRTLE BEACH, SC
Past
April 7, 2004 - February 10, 2010
GUNNALLEN FINANCIAL, INC
RIA
CRD#: 17609
MYRTLE BEACH, SC
Past
March 31, 2000 - February 10, 2010
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
MYRTLE BEACH, SC
Past
November 22, 1995 - April 13, 2000
BIRCHTREE FINANCIAL SERVICES LLC
BD
CRD#: 15014
MINNEAPOLIS, MN
Past
July 27, 1995 - November 28, 1995
MID-ATLANTIC SECURITIES, INC.
BD
CRD#: 18836
RALEIGH, NC
Past
February 2, 1994 - July 26, 1995
ROBERT THOMAS SECURITIES, INC
BD
CRD#: 10147
ST. PETERSBURG, FL
Past
July 2, 1992 - February 2, 1994
F.N. WOLF & CO., INC.
BD
CRD#: 13051
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/2/2019)
RR
Georgia(3/20/2015)
RR
Louisiana(4/16/2025)
RR
Maryland(8/23/2023)
RR
Mississippi(4/5/2018)
RR
New York(1/18/2022)
RR
North Carolina(3/20/2015)
RR
Pennsylvania(7/23/2021)
RR
South Carolina(3/20/2015)
IAR
South Carolina(4/19/2016)
RR
Virginia(3/20/2015)
RR
West Virginia(11/23/2020)
RR
Wisconsin(3/20/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
