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EB

Edward T. Bryant

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CRD#: 706403
EB

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.

Edward Thomas Bryant, who also goes by Ed Bryant, Eddie Bryant, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1983. Edward had worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 1, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ed Bryant | Eddie Bryant

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

April 8, 2015 - December 31, 2015

BLUE DOLPHIN INVESTMENT & RETIREMENT STRATEGISTS

RIA
CRD#: 174629
SAN JUAN CAPISTRANO, CA
Past

April 30, 2014 - November 21, 2014

FOOTHILL SECURITIES, INC.

RIA
CRD#: 1027
San Juan Capistrano, CA
Past

April 29, 2014 - November 21, 2014

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
San Juan Capistrano, CA
Past

June 1, 2010 - May 21, 2014

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
SAN JUAN CAPISTRANO, CA
Past

April 30, 2010 - May 21, 2014

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
SAN JUAN CAPISTRANO, CA
Past

July 9, 2002 - October 11, 2005

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE
Past

February 6, 1991 - June 4, 1997

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

March 4, 1986 - February 11, 1991

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA
Past

July 20, 1983 - March 11, 1986

GREAT AMERICAN SECURITIES INC.

BD
CRD#: 7504

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: 5/11/2010
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/15/1980
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/7/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


BD
BLUE DOLPHIN INVESTMENT & RETIREMENT STRATEGISTS
BLUE DOLPHIN INVESTMENT & RETIREMENT STRATEGISTS

CRD#: 174629 / SEC#:

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Contact information


Main Address
31681 Camino Capistrano Suite 105, San Juan Capistrano, CA 92675
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BLUE DOLPHIN INVESTMENT & RETIREMENT STRATEGISTS

CRD#: 174629

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