Bryan P. Kuhn
Professional summary
Bryan Patrick Kuhn, who also goes by Bryan Kuhn, is a registered financial professional currently at VESTRA ADVISORS, LLC located in Miami, Florida.
Bryan is registered as a RR (Registered Representative) and started their career in finance in 2011. Bryan has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bryan Patrick Kuhn's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2024 - Present
VESTRA ADVISORS, LLC
Office #1: 5201 E. Blue Lagoon Drive 8th Floor, Miami, FL 33126Office #2: One World Trade Center 85th Floor, New York, NY, 10007June 18, 2023 - March 26, 2024
HOLLISTER ASSOCIATES, LLC
August 18, 2011 - April 25, 2023
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/13/2024)
(3/13/2024)
(4/25/2024)
(4/25/2024)
(3/13/2024)
(3/13/2024)
(5/16/2024)
(3/13/2024)
(3/13/2024)
Exams
Series 99TO
Date: 9/22/2023
Operations Professional ExaminationFINRA
Current Firm
VESTRA ADVISORS, LLC
CRD#: 327907 / SEC#: , 8-71140
Contact information
FINRA licenses (10 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
VESTRA ADVISORS, LLC
CRD#: 327907Miami, FL 33126TRUST BUT VERIFY
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