BC
BC

Brian Clouse

20 Years of Experience
Canonsburg, PA
BrokerSells Insurance

Brian Clouse is a registered investment advisor, based in Canonsburg, PA, with 20 years of industry experience.

Location

6000 Town Center Blvd Suite 148, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is a representative for Oxygen Financial, selling life, disability, and long-term care insurance, spending about 10-20% of his time on this. He also works with Three Rivers Wealth Management Group as a personal financial consultant and registered representative, dedicating full-time hours to these investment-related activities, and uses Disability Resource Group to write disability insurance for existing clients.

Employment History
Current Registrations
Newedge Securities, LLCBroker
May 2024 - Present · 2 yrs
Newedge Advisors
May 2024 - Present · 2 yrs
Previous Registrations
Newedge Advisors
November 2021 - May 2024 · 2 yrs 6 mos
Newedge Securities, INC.Broker
November 2009 - May 2024 · 14 yrs 6 mos
Mid Atlantic Financial Management, INC.
November 2009 - November 2021 · 12 yrs
Ameriprise Financial Services, INC.
October 2005 - November 2009 · 4 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2005 - November 2009 · 4 yrs 1 mo
Ids Life Insurance CompanyBroker
October 2005 - July 2006 · 9 mos
State Registrations4 states
CAMENCPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.