Aaron Byrkit has been an investment adviser representative at Bland Garvey Wealth Advisors since March 2015, and is not listed among the firm’s executive officers or direct owners. Aaron Byrkit holds a Bachelor of Science in Design and Economics from Oklahoma State University and a Juris Doctor of Law from Oklahoma City University School of Law.
Bland Garvey Wealth Advisors, LLC is a Richardson, TX firm with $241M under management, 122 clients and 4 advisers in one office, as of its March 2026 filing.
Aaron Byrkit is a Wealth Advisor with Bland Garvey Wealth Advisors, LLC, based in Richardson, Texas. He joined the firm in 2015 and has over 10 years of financial services experience. He is a licensed attorney with the State Bar of Texas.
Aaron Byrkit’s longest registration is the current one, 11 years at Bland Garvey Wealth Advisors since 2015. Before joining Bland Garvey Wealth Advisors in 2015, Aaron Byrkit was registered through UBS Financial Services Inc. and The Ayco Company,l.p.
- – present · 11 yearsRichardson, TX · Adviser representative · Firm CRD 140066
- UBS Financial Services Inc.– · 1 yearDallas, TX · Adviser representative · Firm CRD 8174
- The Ayco Company,l.p.– · 2 yearsDallas, TX · Adviser representative · Firm CRD 106693
Professional designations
Listed by Bland Garvey Wealth Advisors
- CFP®
Investment adviser representative registrations
Aaron Byrkit is registered as an investment adviser representative in Texas, since March 2015.
- TexasSince 16 March 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 November 2010 |
| Series 7 | General Securities Representative Examination | 12 July 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Michael Byrkit
- CRD
- 5783731
- Firm
- Bland Garvey Wealth Advisors · CRD 140066
- Office
- 2600 NORTH CENTRAL EXPRESSWAY, SUITE 550, Richardson, TX 75080
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blandgarvey.com
Where does Aaron Byrkit work?
Aaron Byrkit is an investment adviser representative registered through Bland Garvey Wealth Advisors, LLC since March 2015, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Byrkit a financial advisor?
Yes. Aaron Byrkit has a current investment-adviser registration in Texas, through Bland Garvey Wealth Advisors since March 2015.
How many years of experience does Aaron Byrkit have?
Aaron Byrkit has 15 years in the financial industry, since March 2011, across 3 adviser firms.
What exams has Aaron Byrkit passed?
Aaron Byrkit has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2010. FINRA credited Aaron Byrkit with the SIE, which began in October 2018.
Where did Aaron Byrkit work before Bland Garvey Wealth Advisors?
Before Bland Garvey Wealth Advisors, Aaron Byrkit was registered through UBS Financial Services Inc., December 2012 to November 2014; The Ayco Company,l.p., November 2010 to December 2012.
Where is Aaron Byrkit based?
Aaron Byrkit’s registered office is in Richardson, TX.
Is Aaron Byrkit registered with FINRA?
No. Aaron Byrkit has no current broker registration.
Is Aaron Byrkit a CFP?
Bland Garvey Wealth Advisors lists Aaron Byrkit with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Aaron Byrkit’s record?
Search CRD 5783731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Byrkit’s full registration record.
