Bryan joined Mike’s team in March of 2017. Within that time he has been observing and learning as much as he can from the current team members. His current tasks include semi – annual update preparation, weekly 3/5/8/10 reports, document scanning and and utilizing web based programs within Mike’s practice. Bryan plans on starting to study for the FINRA Series 7 in 2018, so he can expand his role on the team.
Bryan's team members include: