Brandon Dale Lavalley

Current Employers

Targeted Wealth Solutions

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-02-08
CO	RA	APPROVED	2016-01-27

TX RA
APPROVED

Since 2016-02-08
CO RA
APPROVED

Since 2016-01-27

Branch Locations

New Braunfels, TX • United States

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Targeted Wealth Solutions Llc	Erie	CO	01/2016	Present
United States Air Force/United States Air Force Reserve	Joint Base San Antonio - Randolph	TX	06/1999	Present

01/2016 → Present

Targeted Wealth Solutions Llc

Erie, CO
06/1999 → Present

United States Air Force/United States Air Force Reserve

Joint Base San Antonio - Randolph, TX

Other Businesses

2015-Present: US Air Force Reserve/Not investment related/Joint Base San Antonio - Randolph, TX/Pilot/Involves up to 20% time each month, including during traditional market hours.// 2020-Present: Residential mortgage loan originator w/ Stratec LLC dba Trailhead Mortgage/involves up to 6% time each month, including during traditional business hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-01-11

S65 Uniform Investment Adviser Law Examination

2016-01-11

Other Names

Brandon D. Lavalley

View on SEC IAPD