Brandon Reed Lloyd

Current Employers

Employment History

• 01/2013 → 06/2017
  Wells Fargo Clearing Services, Llc
  Leesburg, VA
• 12/2012 → 06/2017
  Wells Fargo Clearing Services, Llc
  Leesburg, VA
• 02/2017 → Present
  Mountain View Wealth Management Llc
  Warrenton, VA

Previous Registrations

• 2012-12-13 → 2017-06-19
  Wells Fargo Clearing Services, Llc
  Leesburg, VA

Other Businesses

1) Owner; 742 Emerson LLC, 1314 W Unit A LLC, 1314 Unit E LLC, and iRE.agency LLC; Investment Related: Yes; Location: 198 Garden St., Warrenton, VA ; Description of the business: Rental Property; Responsibilities Duties: Owner; Start date with business: 2021-02-01; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1; 2) Independent Licensed Insurance Rep; investment related: Yes; Location: 198 Garden St., Warrenton, VA ; Description: Independent Licensed Insurance Rep; Position Title: Agent; Responsibilities Duties: Insurance Brokerage; Start date: 2013-03-28; Hours during trading hours: 0; Hours outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 3) Owner; 202 Garden LLC; Investment related: No; 202 Garden St. Warrenton VA 20186 United States; Real estate investment property; Duties: Owner of property; 2022-02-19; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; 4) Name of outside business: Wild Swan LLC; Is the business investment related: No; Location of the business: 198 Garden St. Warrenton VA 20186 USA; Description of the business: real estate investment; Position Title: President; Responsibilities Duties: Owner; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2. 5) Garden St LLC; Owner; Investment related: No; Location: 2611 S Clark St - Suite 600 Arlington VA 22202; Description: Real Estate; Start date: 2024-11-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-02-01
• S65 Uniform Investment Adviser Law Examination
  2012-08-21