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BK

Briand S. Kitchens

Some features on this profile are disabled
CRD#: 6590367
BK

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

Are you a "fiduciary"?
No

Aliases

Briand Kitchens | Briand Scott Kitchens

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 9, 2023 - July 19, 2023

LION STREET ADVISORS, LLC

RIA
CRD#: 167610
Sacramento, CA
Past

June 8, 2023 - July 19, 2023

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
SACRAMENTO, CA
Past

June 22, 2020 - November 29, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WALNUT CREEK, CA
Past

June 22, 2020 - November 29, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WALNUT CREEK, CA
Past

March 27, 2019 - June 17, 2020

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN FRANCISCO, CA
Past

March 26, 2019 - June 17, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN FRANCISCO, CA
Past

January 3, 2018 - March 19, 2019

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Livermore, CA
Past

January 3, 2018 - March 19, 2019

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Livermore, CA
Past

October 20, 2017 - January 11, 2018

WADDELL & REED

RIA
CRD#: 866
CAMPBELL, CA
Past

October 20, 2017 - January 11, 2018

WADDELL & REED

BD
CRD#: 866
CAMPBELL, CA
Past

January 26, 2017 - October 25, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
WALNUT CREEK, CA
Past

January 3, 2017 - October 25, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WALNUT CREEK, CA
Past

April 13, 2016 - January 12, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN FRANCISCO, CA
Past

January 25, 2016 - January 12, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN FRANCISCO, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/23/2016
General Securities Representative Examination

Current Firm

LS
LION STREET ADVISORS, LLC
LION STREET ADVISORS, LLC

CRD#: 167610 / SEC#: 801-107414

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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
300 Colorado Suite 2600, Austin, TX 78701
Mailing Address
Phone number
(512) 776-8400
Established
Firm type
Fiscal year end
# of Employees
152

Documents

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (4/1/2025)
ADVISORYONE - ENVESTNET (4/1/2025)
LSA ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts7,668
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.

Company Information

LION STREET ADVISORS, LLC

CRD#: 167610

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