Brandon Geoffry Kurz

Current Employers

Employment History

• 02/2016 → 06/2018
  Akt/Aldrich Wealth Advisors, Lp
  San Diego, CA
• 07/2018 → 08/2018
  Unemployed
  San Diego, CA
• 09/2018 → 06/2020
  Mercer Advisors
  Newport Beach, CA
• 03/2016 → 06/2018
  Aldrich Wealth Lp
  San Diego, CA
• 06/2020 → 07/2020
  Compass Capital Management Group
  Redwood City, CA
• 07/2020 → Present
  Diversifi Capital Llc (Formerly Compass Capital Management)
  San Francisco, CA

Previous Registrations

• 2018-09-12 → 2020-10-21
  Mercer Global Advisors Inc.
  Newport Beach, CA
  Newport Beach, CA
• 2016-03-07 → 2018-06-14
  Aldrich Wealth Lp
  San Diego, CA
• 2014-07-22 → 2016-02-22
  Dragon Financial Group
  San Mateo, CA
• 2016-01-05 → 2016-02-22
  Dragon Financial Group
  San Mateo, CA
• 2012-10-02 → 2013-01-02
  Equitable Advisors, Llc
  Irvine, CA
  Fountain Valley, CA
  Irvine, CA

Other Businesses

I will receive compensation for helping people sign up for life insurance during our financial planning meetings, new AUM brought into the firm, and real estate purchase assistance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-16
• S66 Uniform Combined State Law Examination
  2012-09-14

Designations

Other Names

• Brandon Kurz