Briand S. Kitchens
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Briand Scott Kitchens, who also goes by Briand Kitchens, Briand Scott Kitchens, was a registered financial professional .
Briand is a previously registered financial professional and started their career in finance in 2016. Briand had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 9, 2023 - July 19, 2023
LION STREET ADVISORS, LLC
June 8, 2023 - July 19, 2023
LION STREET FINANCIAL, LLC
June 22, 2020 - November 29, 2021
WELLS FARGO CLEARING SERVICES, LLC
June 22, 2020 - November 29, 2021
WELLS FARGO CLEARING SERVICES, LLC
March 27, 2019 - June 17, 2020
LPL FINANCIAL LLC
March 26, 2019 - June 17, 2020
LPL FINANCIAL LLC
January 3, 2018 - March 19, 2019
CUSO FINANCIAL SERVICES, L.P.
January 3, 2018 - March 19, 2019
CUSO FINANCIAL SERVICES, L.P.
October 20, 2017 - January 11, 2018
WADDELL & REED
October 20, 2017 - January 11, 2018
WADDELL & REED
January 26, 2017 - October 25, 2017
MML INVESTORS SERVICES, LLC
January 3, 2017 - October 25, 2017
MML INVESTORS SERVICES, LLC
April 13, 2016 - January 12, 2017
EQUITABLE ADVISORS, LLC
January 25, 2016 - January 12, 2017
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LION STREET ADVISORS, LLC
CRD#: 167610 / SEC#: 801-107414
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 7,668 |
| AUM (Assets Under Management) | $ 3,177,363,713 |
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.
