BH
Bryan W. Heath
GRADIENT ADVISORS
Surprise, AZ
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CRD#: 7183821
BH
Professional summary
Bryan Wayne Heath, who also goes by Bryan Heath, is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in Surprise, Arizona.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Heath
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. Self-employed; Freelance TV Sports Production; AZ; Build computer graphics for TV Sports and animate them on-air during broadcast; Owner; 03/1997; 100hr/mo 2. Sports Media Services LLC; Freelance TV Sports Production; CA; Build computer graphics for TV Sports; TV Graphics Operator; 01/2022; 10hr/mo 3. XLT Management; Freelance TV Sports Production; IL; Build computer graphics for TV Sports; TV Graphics Operator; 09/2021; 10hr/mo 4. IMS Productions; Freelance TV Sports Production; IN; Build computer graphics for TV Sports; TV Graphics Operator; 07/2022; 10hr/mo 5. Program Productions; Freelance TV Sports Production; IL; Build computer graphics for TV Sports; TV Graphics Operator; 04/2009; 10hr/mo 6. NBCUniversal; Freelance TV Sports Production; CA; Build computer graphics for TV Sports; TV Graphics Operator; 09/2009; 20hr/mo 7. Keystone Paying Agent; Freelance TV Sports Production; Lake Buena Vista, FL; Build computer graphics for TV Sports and animate them on-air during broadcasts; TV Graphics Operator; 11/2012; 10hr/mo 8. Entertainment Partners; Freelance TV Sports Production; CA; Build computer graphics for TV Sports; TV Graphics Operator; 11/2015; 10hr/mo 9. Burke Brothers Productions; Freelance TV Sports Production; AZ; Build computer graphics for TV Sports; TV Graphics Operator; 10/2015; 10hr/mo 10. Heath Wealth Management; Investment Related; Sun City West AZ; Investment Advisor representative and Insurance sales; Owner; Investment Advisor Representative; 1/2023; 100hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Wayne Heath's 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®
NoneExperience
Current
February 3, 2023 - Present
GRADIENT ADVISORS, LLC
Office #2: 13940 W Meeker Blvd Suite 115, #138,, Sun City West, AZ 85375RIA
CRD#: 152665
Surprise, AZ
Past
November 12, 2020 - November 11, 2022
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BELLEVUE, WA
Past
November 10, 2020 - November 11, 2022
OSAIC WEALTH, INC.
BD
CRD#: 23131
BELLEVUE, WA
Past
June 29, 2020 - November 2, 2020
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
SCOTTSDALE, AZ
Past
October 30, 2019 - November 2, 2020
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
SCOTTSDALE, AZ
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".
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
Registered Investment Advisory firm - (2/10/2010 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
Arizona(2/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
GA
GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
CRD#: 152665 / SEC#: 801-71000
RIA
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Contact information
Main Address
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126
Mailing Address
Phone number
(877) 885-0508
Established
Firm type
Fiscal year end
# of Employees
169
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,222 |
| AUM (Assets Under Management) | $ 218,611,410 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
