Brandon Christopher Kegley

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 10/2019
  Wells Fargo Advisors
  Bristol, VA
• 10/2019 → 10/2021
  Raymond James Financial Services, Inc.
  Bristol, VA
• 10/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Bristol, VA
• 10/2019 → Present
  Trinitas Wealth Managment
  Bristol, VA

Previous Registrations

• 2015-12-22 → 2019-10-10
  Wells Fargo Clearing Services, Llc
  Bristol, VA

Other Businesses

(1)Name of Business: Address: 125 Walling Rd, Bristol, VA, 24201-1844, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/07/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance agent (2)Name of Business: Trinitas Building, LLC Address: 125 Walling Rd, Bristol, VA, 24201, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage the office building that we use to operate our advisory business. (3)Name of Business: Trinitas Wealth Management Address: 125 Walling Rd, Bristol, VA, 24201, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/07/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of the company

Exams

• S66 Uniform Combined State Law Examination
  2015-12-22

Designations

• Certified Financial Planner