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RIA / WealthAdvisorCertified Financial Planner19 years in industry

BRYANT ELIAS ANDRUS

Advisor at SBC INVESTMENT MANAGEMENT, LLC

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:f69c3590-ea57-7515-5862-a7293faf3b42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 11, 2007 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: SBC INVESTMENT MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 20, 2007
First registration: Sep 11, 2007
Dual registered: no
IAPD individual key: 5054636

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
SBC INVESTMENT MANAGEMENT, LLC	State registered	Apr 21, 2020	n/a	yes	SCOTTSDALE, AZ	Current employment
Keatsconnelly	Former SEC adviser	Feb 27, 2009	Jun 28, 2018	no	PHOENIX, AZ	Previous registration
CROSS BORDER TAX & ACCOUNTING, LLC	n/a	Jun 2, 2008	Oct 21, 2011	no	PHOENIX, AZ	Previous registration
KEATS CONNELLY AND ASSOCIATES INC.	n/a	Jun 2, 2008	Jun 23, 2010	no	PHOENIX, AZ	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Sep 11, 2007	May 5, 2008	no	PHOENIX, AZ\|PHOENIX, AZ	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
Keatsconnelly	SBC INVESTMENT MANAGEMENT, LLC	Jun 28, 2018	Apr 21, 2020	663	Firm change after gap	RIA to state RIA
CROSS BORDER TAX & ACCOUNTING, LLC	Keatsconnelly	Oct 21, 2011	Feb 27, 2009	-966	Firm change after gap	Other
KEATS CONNELLY AND ASSOCIATES INC.	CROSS BORDER TAX & ACCOUNTING, LLC	Jun 23, 2010	Jun 2, 2008	-751	Firm change after gap	Other
USAA INVESTMENT SERVICES COMPANY	KEATS CONNELLY AND ASSOCIATES INC.	May 5, 2008	Jun 2, 2008	28	Firm change	Other

Relationships

Registered with (5)

→ SBC INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 21, 2020 to presentfactForm ADV
→ KEATSCONNELLYRegistered adviserregistration: previous registration
Feb 27, 2009 to Jun 28, 2018factForm ADV
→ CROSS BORDER TAX & ACCOUNTING, LLCRegistered adviserregistration: previous registration
Jun 2, 2008 to Oct 21, 2011factForm ADV
→ KEATS CONNELLY AND ASSOCIATES INC.Registered adviserregistration: previous registration
Jun 2, 2008 to Jun 23, 2010factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Sep 11, 2007 to May 5, 2008factForm ADV

Dated events

No dated event names this entity yet.