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Brendan Reilly O'DOnnell Goodwin

Strategic Advisers LLC

Peoria, AZ

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7565 West Bell Road, Peoria, AZ 85382-3829 • United States

Phoenix, AZ • 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
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Tempe AZ 10/2022 07/2023
Robinhood Financial, Llc Tempe AZ 01/2021 08/2022
Unemplyed Phoenix AZ 08/2020 10/2020
Unemployed Phoenix AZ 12/2020 01/2021
Unemployed Phoenix AZ 07/2023 11/2023
Ubs Financial Services Inc. Phoenix AZ 11/2023 07/2024
Unemployed Phoenix AZ 08/2022 10/2022
The Vanguard Group, Inc. Scottsdale AZ 04/2016 08/2020
Robinhood Markets, Inc Tempe AZ 06/2022 08/2022
Equitable Advisors, Llc New York NY 10/2020 12/2020
Fidelity Investments Peoria AZ 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 07/2023
    Morgan Stanley Smith Barney Llc
    Tempe, AZ
  • 01/2021 → 08/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 08/2020 → 10/2020
    Unemplyed
    Phoenix, AZ
  • 12/2020 → 01/2021
    Unemployed
    Phoenix, AZ
  • 07/2023 → 11/2023
    Unemployed
    Phoenix, AZ
  • 11/2023 → 07/2024
    Ubs Financial Services Inc.
    Phoenix, AZ
  • 08/2022 → 10/2022
    Unemployed
    Phoenix, AZ
  • 04/2016 → 08/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 06/2022 → 08/2022
    Robinhood Markets, Inc
    Tempe, AZ
  • 10/2020 → 12/2020
    Equitable Advisors, Llc
    New York, NY
  • 07/2024 → Present
    Fidelity Investments
    Peoria, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Peoria, AZ
  • 2023-11-16 → 2024-07-24
    Ubs Financial Services Inc.
    Phoenix, AZ
  • 2023-01-31 → 2023-08-14
    Morgan Stanley
    Gilbert, AZ
    Tempe, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-24
S63 Uniform Securities Agent State Law Examination 2016-05-18
  • S66 Uniform Combined State Law Examination
    2023-01-24
  • S63 Uniform Securities Agent State Law Examination
    2016-05-18
Other Names
  • Brendan Goodwin
  • Brendan Reilly O'DOnnell Goodwin
  • Brendan Reilly Odonnell Goodwin
  • Brendan R Goodwin

View on SEC IAPD

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Other Offices

CLARUS WEALTH ADVISORS, LLC · PEORIA, AZ
EDWARD JONES · PEORIA, AZ
EDWARD JONES · SUN CITY, AZ
J.P. MORGAN SECURITIES LLC · PEORIA, AZ
TACTIVE ADVISORS, LLC · Peoria, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ
KINGDOM FINANCIAL GROUP, LLC · PEORIA, AZ

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