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BP

Bryan J. Pirosko

HEIM, YOUNG & ASSOCIATES
Springfield, MO 65804-7211
Some features on this profile are disabled
CRD#: 4677482
BP

Professional summary


Bryan J Pirosko, who also goes by Bryan J Pirosko, Bryan Joseph Pirosko, Bryan Pirosko, is a registered financial professional currently at HEIM, YOUNG & ASSOCIATES, INC. located in Springfield, Missouri.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 2005. Bryan has worked at 12 firms and has passed the Series 66, Series 6TO, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bryan J Pirosko | Bryan Joseph Pirosko | Bryan Pirosko

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.
*COPPERSTOWN DREAMS,310 HEDGEROW DRIVE,VENETIA,PA 15367,12/23/2022,ONGOING,NOT INV REL,NOT DURING TRD/HRS,SOLE MEMBER,YOUTH AAU BASEBALL TEAM PARTICAPATE IN EVENTS FOR FUNDRAISERS,1 HR/MTH*TC OPEN CHARITABLE FOUNDATION,314 BUCKINGHAM DRIVE,VENETIA,PA 15367,12/23/2022,ONGOING,NOT INV REL,NOT DURING TRD/HRS,VP/NON-BOARD MEMBER,COORDINATE EVENTS AND FUNDRAISING ACTIVITIES FOR CHILDREN IN NEED,1HR/MTH* SENTINEL FINANICAL SOLUTIONS,108 COMMERCE BLVD,SUTIE D,LAWRENCE,PA 15055,10/2023,ONGOING,INV REL,INSURANCE,MANAGING DIRECTOR/AGENT,DURING TRD/HRS,100%*SKO INSURANCE SOLUTIONS,310 HEDGEROW DRIVE,VENETIA, PA 15367,10/15/2023,ONGOING,PRESIDENT,INSURANCE,MEDICARE,GROUP HEALTH BENEFITS,DURING TRD/HRS,0%.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Bryan J Pirosko's CRS (Customer Relationship Summary).
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 17, 2025 - Present

HEIM, YOUNG & ASSOCIATES, INC.

Office #1: 1256 E. Kingsley St, Springfield, MO 65804-7211
BD
CRD#: 38993
Springfield, MO
Past

January 10, 2023 - May 3, 2024

EQUITY SERVICES, INC.

RIA
CRD#: 265
LAWRENCE, PA
Past

January 10, 2023 - May 3, 2024

EQUITY SERVICES, INC.

BD
CRD#: 265
LAWRENCE, PA
Past

January 27, 2021 - December 8, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Canonsburg, PA
Past

January 27, 2021 - December 8, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Canonsburg, PA
Past

December 23, 2020 - January 8, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
PITTSBURGH, PA
Past

September 27, 2016 - August 31, 2020

HEFREN-TILLOTSON, INC.

RIA
CRD#: 53
WEXFORD, PA
Past

September 27, 2016 - August 31, 2020

HEFREN-TILLOTSON, INC.

BD
CRD#: 53
WEXFORD, PA
Past

September 10, 2015 - November 2, 2016

ALLEGHENY INVESTMENTS, LTD.

RIA
CRD#: 7597
Pittsburgh, PA
Past

September 10, 2015 - November 2, 2016

ALLEGHENY INVESTMENTS, LTD.

BD
CRD#: 7597
Pittsburgh, PA
Past

July 6, 2012 - January 20, 2015

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
PITTSBURGH, PA
Past

July 5, 2012 - January 20, 2015

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
PITTSBURGH, PA
Past

May 29, 2009 - September 10, 2010

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
PITTSBURGH, PA
Past

January 26, 2007 - January 7, 2008

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
MCMURRAY, PA
Past

January 26, 2007 - January 7, 2008

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
MCMURRAY, PA
Past

February 22, 2006 - October 17, 2006

FEDERATED INVESTMENT COUNSELING

RIA
CRD#: 105325
PITTSBURGH, PA
Past

November 15, 2005 - October 17, 2006

FEDERATED SECURITIES CORP.

BD
CRD#: 5009
PITTSBURGH, PA
Past

May 10, 2005 - November 14, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(5/6/2025)
RR
Florida
(2/17/2025)
RR
Georgia
(2/17/2025)
RR
Michigan
(2/17/2025)
RR
Missouri
(2/17/2025)
RR
New Jersey
(2/17/2025)
RR
New York
(2/17/2025)
RR
Pennsylvania
(2/17/2025)
RR
Texas
(5/6/2025)
RR
Virginia
(2/17/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/17/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/10/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HY
HEIM, YOUNG & ASSOCIATES, INC.
HEIM & YOUNG SECURITIES, INC. | MABS INSURANCE SOLUTIONS | MA BROKERAGE SOLUTIONS | HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993 / SEC#: , 8-48500

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
1256 E. Kingsley St, Springfield, MO 65804-7211
Mailing Address
1256 E. Kingsley St, Springfield, MO 65804-7211
Phone number
(417) 882-7283
Established
Missouri since 07/07/1995
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MERCER ADVISORS, INC.OWNER
BRAMER, BENJAMIN EDWARDDIRECTOR3222029
CATALDO, CHRISTINE ADELECHIEF INFORMATION OFFICER3042889
DREPAUL, ROSHNI ARUNAFINOP / PFO6487453
ENCINO, MATHEW RYANGENERAL COUNCEL, SECRETARY7530163
ERKER, TORIAN BILLSCCO6309105
LEE, TRINITY YVONNEPRESIDENT & EXECUTIVE DIRECTOR /CFO/POO5472899

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


HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993Springfield, MO 65804-7211

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