Brian W. Elliott

ALONGSIDE

Allen, TX 75013

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CRD#: 6351702

Professional summary

Brian Wayne Elliott, who also goes by Brian W Elliott, is a registered financial advisor currently at ALONGSIDE, LLC located in Allen, Texas.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brian has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian W Elliott

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) EP Expansion Group Inc.; Investment-related; 213 Grant Dr, , Fate, TX. 75189; Real estate investment group; Partner; Purchase and sale of residential properties; Less than 5% of time during the month. 2) Guardian Life Insurance; Not investment-related; 2601 Network BLVD, 510, Frisco, TX. 75034; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 3) Salon 4 7; Not investment-related; 1900 Preston Rd., #345 Unit 1, Plano, TX 75093; Managing member; Passive ownership into business venture of spouse; Not compensated; 0% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wayne Elliott'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

June 2, 2025 - Present

ALONGSIDE, LLC

Office #1: 101 Central Expressway S Ste 175, Allen, TX 75013

RIA

CRD#: 333587

Allen, TX

Past

May 10, 2025 - July 7, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

ALLEN, TX

Past

May 24, 2024 - January 23, 2025

PARK AVENUE SECURITIES LLC

CRD#: 46173

FRISCO, TX

Past

September 9, 2014 - April 30, 2018

BBVA SECURITIES INC.

CRD#: 27060

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".

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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
(6/2/2025)

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 65

Date: 5/9/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/24/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/28/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/9/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Mailing Address

Phone number

(214) 563-1190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (5/28/2025)

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

Brian W. Elliott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Wayne Elliott's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT ADVISOR NETWORK, LLC

PARK AVENUE SECURITIES LLC

BBVA SECURITIES INC.

Primary Firm SEC Registration

ALONGSIDE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2025

Series 63

Date: 8/4/2014

Series 7TO

Date: 5/24/2024

SIE

Date: 11/28/2023

Series 6

Date: 9/9/2014

Current Firm

ALONGSIDE, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ALONGSIDE, LLC

TRUST BUT VERIFY

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