Bryan Heilman is a registered investment advisor, based in Austin, TX, with 2 years of industry experience.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
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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.
Learn about disclosures →Employment History
Current Registrations
Kestra Private Wealth Services, LLC
August 2025 - Present · 11 mos
Kestra Investment Services, LLCBroker
August 2025 - Present · 11 mos
Previous Registrations
Edward Jones
June 2023 - August 2025 · 2 yrs 2 mos
Edward JonesBroker
June 2023 - August 2025 · 2 yrs 2 mos
State Registrations3 states
NCSCVA
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.