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Brynn T. Walden

PLATINUM CAPITAL ADVISORS LLC
Milford, OH
Some features on this profile are disabled
CRD#: 2340158
BW

Professional summary

Brynn Thomas Walden is a registered financial advisor currently at PLATINUM CAPITAL ADVISORS LLC located in Milford, Ohio.

Brynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brynn has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
1) SOUTHERN CROSS MANAGEMENT LTD, MANAGING MEMBER SINCE 1993. MANAGES MULTIPLE RENTAL PROPERTIES FOR SEVERAL REAL ESTATE COMPANIES AND PARTNERSHIPS. ALSO, RUNS DEVELOPMENT AND CONSTRUCTION ON SMALL REAL ESTATE DEVELOPMENTS. 2) LENOX BUILDING COMPANY & B. WALDEN INVESTMENTS LTD SINCE 1990 - OWNER AND MANAGING MEMBER - BOTH OWN RENTAL REAL ESTATE. 3) GREENSTONE DEVELOPERS LLC SINCE 2007 - PARTNER/MANAGING MEMBER - REAL ESTATE DEVELOPMENT. 4) LHR PROPERTIES LTD SINCE 2014 - PARTNER/MANAGING MEMBER - REAL ESTATE DEVELOPMENT. TOTAL HOURS FOR ALL OUTSIDE BUSINESS ACTIVITIES IS 40 PER WEEK WITH APPROXIMATELY 7 DURING TRADING HOURS.

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CRS (Client Relationship Summary) - RIA

Click below to view Brynn Thomas Walden'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®
None

Experience

Current

June 8, 2015 - Present

PLATINUM CAPITAL ADVISORS LLC

RIA
CRD#: 226553
Milford, OH
Past

April 14, 1993 - December 31, 1994

PFS INVESTMENTS INC.

BD
CRD#: 10111

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.

Highlighted states indicate IAR registrations

IAR
Ohio
(6/8/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/13/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 4/13/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PC
PLATINUM CAPITAL ADVISORS LLC
PLATINUM CAPITAL ADVISORS LLC

CRD#: 226553 / SEC#:

Ohio
Registered Investment Advisory firm - (6/8/2015 Approved)
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Contact information

Main Address
Milford, OH
Mailing Address
P.o. Box 182, New Richmond, OH 45157
Phone number
(513) 570-4496
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

PLATINUM CAPITAL ADVISORS LLC

CRD#: 226553Milford, OH

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