Brandon Charles Morenz

Current Employers

Employment History

• 08/2007 → 10/2022
  John Stokes Financial
  Newport Beach, CA
• 02/2009 → 07/2020
  Investacorp
  Miami Lakes, FL
• 07/2020 → 10/2022
  Securities America, Inc.
  San Francisco, CA
• 07/2020 → 10/2022
  Securities America Advisors, Inc.
  San Francisco, CA
• 10/2022 → Present
  Newedge Securities, Inc,
  Pittsburgh, PA
• 10/2022 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2020-07-17 → 2022-10-28
  Securities America Advisors, Inc.
  Irvine, CA
  San Francisco, CA
• 2010-02-08 → 2020-07-17
  Investacorp Advisory Services Inc
  Irvine, CA
  New Port Beach, CA

Other Businesses

POSITION: Passive Owner NATURE: Joint owner in rental/farm properties with my father and mother. I am a passive owner and spend no time in managing the properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 10735 Orange Park Blvd, Orange CA 92869, United States DESCRIPTION: Passive owner of some farmland in the Midwest. Managed by my father Stephen Morenz **BRANDON MORENZ POSITION: Insurance Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 19200 Von Karman Ave, Suite 400, Irvine CA 92612 DESCRIPTION: Will do occasional fixed insurance such as annuities or term life primarily **PacificView Wealth Management*Yes Invest*19200 Von Karmen Ave Suite 400*Managing Partner/Financial Advisor*Investment Advisory Services*10/14/2022*35 hr per mnth/25 during trade*Investment Advisory Services and Advice *Morenz Family Trust*Yes Invest*Orange, CA*Successor Trustee*I am the successor trustee on my parent's Trust, titled the Morenz Family Trust*2/6/23*0 Hrs per mnth*No duties at this moment **Newedge Advisors*Yes Invest*Irvine, CA *Registered Investment Advisor Rep*10/14/22*Financial Advisor*Investment Advisory Services and Financial Planning*30 Hrs trade/10 non trade

Exams

• S66 Uniform Combined State Law Examination
  2010-02-03
• S63 Uniform Securities Agent State Law Examination
  2009-01-20