Best Investors Account Sign in
Inactive

Brandon P Arthurs

Arthurs Wealth Management

Ponte Vedra Beach, FL

CRD 5285430

Claim This Profile
Employer firm

Arthurs Wealth Management CRD 305342

$94.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Arthurs Wealth Management

220 Ponte Vedra Park Drive Suite 200, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-11-24
FL RA APPROVED 2020-01-10
  • NC RA
    APPROVED
    Since 2021-11-24
  • FL RA
    APPROVED
    Since 2020-01-10

Branch Locations

220 Ponte Vedra Park Drive Suite 200, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Charlotte NC 07/2008 07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 03/2009 07/2019
Arthurs Wealth Management Llc Jacksonville FL 07/2019 Present
Arthurs Wealth Management Llc Ponte Vedra Beach FL 08/2019 Present
  • 07/2008 → 07/2019
    Bank Of America, N.A.
    Charlotte, NC
  • 03/2009 → 07/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 07/2019 → Present
    Arthurs Wealth Management Llc
    Jacksonville, FL
  • 08/2019 → Present
    Arthurs Wealth Management Llc
    Ponte Vedra Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-03
  • S66 Uniform Combined State Law Examination
    2007-08-03

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC

Nearby Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL

More in Ponte Vedra Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor