Aaron M. Byrkit

BLAND GARVEY WEALTH ADVISORS

Richardson, TX 75080

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CRD#: 5783731

Professional summary

Aaron Michael Byrkit, CFP® is a registered financial advisor currently at BLAND GARVEY WEALTH ADVISORS, LLC located in Richardson, Texas.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Aaron has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Byrkit'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 16, 2015 - Present

BLAND GARVEY WEALTH ADVISORS, LLC

Office #1: 2600 North Central Expressway Suite 550, Richardson, TX 75080

RIA

CRD#: 140066

Richardson, TX

Past

December 13, 2012 - November 10, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DALLAS, TX

Past

December 13, 2012 - November 10, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DALLAS, TX

Past

November 5, 2010 - December 14, 2012

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

DALLAS, TX

Past

July 13, 2010 - December 14, 2012

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

DALLAS, TX

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".

BLAND GARVEY WEALTH ADVISORS, LLC

BGEMD CAPITAL ADVISORS, L.L.C. | BLAND GARVEY WEALTH ADVISORS, LLC | BGEMD CAPITAL ADVISORS, LLC

CRD#: 140066 / SEC#: 801-70358

RIA

Registered Investment Advisory firm - (6/30/2009 Approved)

Texas

Registered Investment Advisory firm - (6/30/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(3/16/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/1/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/10/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/12/2010

General Securities Representative Examination

Current Firm

BLAND GARVEY WEALTH ADVISORS, LLC

BGEMD CAPITAL ADVISORS, L.L.C. | BLAND GARVEY WEALTH ADVISORS, LLC | BGEMD CAPITAL ADVISORS, LLC

CRD#: 140066 / SEC#: 801-70358

RIA

Registered Investment Advisory firm - (6/30/2009 Approved)

Texas

Registered Investment Advisory firm - (6/30/2009 Terminated)

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Contact information

Main Address

2600 North Central Expressway Suite 550, Richardson, TX 75080

Mailing Address

Phone number

(972) 231-2503

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAND GARVEY WEALTH ADVISORS LLC FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 204,570,207

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.

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Advisor Monitoring

Firm Stability Insights

Aaron M. Byrkit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Michael Byrkit's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

BLAND GARVEY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2010

SIE

Date: 11/10/2014

Series 7

Date: 7/12/2010

Current Firm

BLAND GARVEY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLAND GARVEY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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