Brandon M Berman

Current Employers

Employment History

• 10/2012 → 04/2017
  J.P. Morgan Securities Llc
  Westlake Village, CA
• 04/2017 → 04/2022
  Polaris Greystone Financial Group, Llc
  San Rafael, CA
• 04/2022 → 08/2024
  Mariner Platform Solutions
  Agoura Hills, CA
• 01/2024 → Present
  Total Wealth Group
  Agoura Hills, CA
• 08/2024 → Present
  Total Wealth Services, Llc
  Westlake Village, CA

Previous Registrations

• 2022-04-22 → 2024-09-05
  Mariner Independent
  Agoura Hills, CA
  Newbury Park, CA
  Calabasas, CA
  Westlake Village, CA
• 2017-05-02 → 2022-05-20
  Polaris Wealth Advisory Group
  Irvine, CA
  San Rafael, CA
  Costa Mesa, CA
• 2014-04-02 → 2017-04-26
  J.P. Morgan Securities Llc
  Westlake Village, CA
  Thousand Oaks, CA
  Newbury Park, CA
  Agoura Hills, CA
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

1) Total Wealth Group; investment-related; Westlake Village, CA; Owner; start date: 01/2024; 30 hrs/month, 10 hrs during securities trading hrs; Duties - owning an operating the business and designing and implement tax strategies.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-01
• S63 Uniform Securities Agent State Law Examination
  2011-05-16

Designations