Brandon James Grocki

Current Employers

Employment History

• 10/2015 → 10/2016
  Wbi Investments Inc.
  Red Bank, NJ
• 10/2015 → 10/2016
  Quasar Distributors, Llc
  Milwaukee, WI
• 10/2016 → 02/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 10/2016 → 02/2018
  Columbia Bank
  Marlboro, NJ
• 10/2016 → 02/2018
  Cetera Investment Advisors
  Marlboro, NJ
• 02/2018 → 02/2026
  Penn Mutual Life Ins Co
  Horsham, PA
• 04/2018 → 02/2026
  Hornor Townsend & Kent Inc
  Horsham, PA
• 02/2026 → 02/2026
  Kestra Advisory Services, Llc
  Tinton Falls, NJ
• 02/2026 → Present
  Kestra Investment Services, Llc
  Tinton Falls, NJ
• 02/2026 → Present
  Kestra Advisory Services, Llc
  Tinton Falls, NJ

Previous Registrations

• 2018-05-07 → 2026-02-17
  Hornor, Townsend & Kent, Llc
  Edison, NJ
  Tinton Falls, NJ
• 2016-10-26 → 2018-02-15
  Cetera Investment Advisers Llc
  Englishtown, NJ
  Marlboro, NJ
  Middletown, NJ
• 2015-11-23 → 2016-10-14
  Wbi Investments, Llc
  Red Bank, NJ
• 2015-07-10 → 2015-10-19
  Equitable Advisors, Llc
  Helmetta, NJ
  Wall, NJ
  Wall, NJ

Other Businesses

Name: BLUE WATER AGENCY, LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 08/15/2020 ADDRESS: 24 Deer Run Dr, Millstone Twp NJ 08510, United States DESCRIPTION: Oversee agents and assist in the day to day operations to ensure the practice runs smoothly. Name: MILLSTONE TOWNSHIP REPUBLICAN COMMITTEE POSITION: District Representative NATURE: Political INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2022 ADDRESS: 21 Deer Run Dr, Millstone Twp NJ 08510, United States DESCRIPTION: Meet once a month to discuss with a board about current topics going on within our town and the county and propose potential solutions to elected officials of the respective topic. Name: TOTAL FINANCIAL CONCEPTS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 125 START DATE: 02/17/2026 ADDRESS: 106 Apple St, Suite 204, Tinton Falls NJ 07724, United States DESCRIPTION: Provide clients with ongoing financial planning and investment advice. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/17/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2015-07-08

Designations

Other Names

• Brandon Grocki
• Brandon J Grocki