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BM

Bryan D. Mullin

PALM VIEW INVESTMENTS
SANTA ROSA BEACH, FL 32459
Some features on this profile are disabled
CRD#: 3223164
BM

Professional summary

Bryan Donald Mullin, who also goes by Bryan Mullin, is a registered financial advisor currently at PALM VIEW INVESTMENTS located in Santa Rosa Beach, Florida.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 2 firms and has passed the Series 7TO, SIE and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryan Mullin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Donald Mullin'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

February 7, 2024 - Present

PALM VIEW INVESTMENTS

Office #1: 327 S. Co Hwy 393 Ste 201c, Santa Rosa Beach, FL 32459
RIA
CRD#: 328848
SANTA ROSA BEACH, FL
Past

February 7, 2024 - December 31, 2025

PALM VIEW INVESTMENTS

RIA
CRD#: 328848
SANTA ROSA BEACH, FL
Past

October 14, 2019 - February 1, 2023

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY

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
Florida
(2/7/2024)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/12/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/21/1999
National Commodity Futures Examination

Current Firm

PV
PALM VIEW INVESTMENTS
PALM VIEW INVESTMENTS | PALM VIEW INVESTMENTS, LLC | PALM VIEW INVESTMENTS LLC

CRD#: 328848 / SEC#:

Florida
Registered Investment Advisory firm - (2/7/2024 Approved)
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Contact information

Main Address
327 S. Co Hwy 393 Ste 201c, Santa Rosa Beach, FL 32459
Mailing Address
2078 Us Hwy 98w Unit 105, Santa Rosa Beach, FL 32459
Phone number
(651) 253-4170
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

PALM VIEW INVESTMENTS

CRD#: 328848Santa Rosa Beach, FL 32459

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