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RIA / WealthAdvisorCertified Financial Planner23 years in industry

BRYAN DAVID WARD

Advisor at PROCORE ADVISORS, LLC

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:71e7c05b-442d-dd11-dec8-0969fb88c140

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROCORE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 12, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 12, 2003
First registration: Mar 6, 2003
Dual registered: no
Other names: BRYAN WARD
IAPD individual key: 4603919

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROCORE ADVISORS, LLC	Independent wealth	Aug 10, 2017	n/a	yes	NEWPORT BEACH, CA	Current employment
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Sep 4, 2014	Sep 29, 2017	no	NEWPORT BEACH, CA\|SANTA BARBARA, CA	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jul 19, 2013	Sep 2, 2014	no	NEWPORT BEACH, CA	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Oct 19, 2012	Jul 22, 2013	no	IRVINE, CA\|SANTA BARBARA, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 6, 2003	May 6, 2005	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARTNERVEST ADVISORY SERVICES LLC	PROCORE ADVISORS, LLC	Sep 29, 2017	Aug 10, 2017	-50	Firm change after gap	Other
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	PARTNERVEST ADVISORY SERVICES LLC	Sep 2, 2014	Sep 4, 2014	2	Firm change	Other
PARTNERVEST ADVISORY SERVICES LLC	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 22, 2013	Jul 19, 2013	-3	Firm change	Other
EQUITABLE ADVISORS, LLC	PARTNERVEST ADVISORY SERVICES LLC	May 6, 2005	Oct 19, 2012	2,723	Firm change after gap	Other

Relationships

Registered with (4)

→ PROCORE ADVISORS, LLCRegistered adviserregistration: current employment
Aug 10, 2017 to presentfactForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Sep 4, 2014 to Sep 29, 2017factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jul 19, 2013 to Sep 2, 2014factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 6, 2003 to May 6, 2005factForm ADV

Dated events

No dated event names this entity yet.