Brandon Young Ho Lorenz

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 04/2021
  Equitable Advisors, Llc
  New York, NY
• 01/2020 → 08/2020
  Unemployed
  Denver, CO
• 11/2014 → 01/2020
  Src Energy Inc
  Denver, CO
• 04/2021 → 12/2024
  Cedrus Llc
  Littleton, CO
• 12/2004 → Present
  Srs Capital Advisors, Llc
  Denver, CO

Previous Registrations

• 2021-04-07 → 2025-03-26
  Cedrus
  Littleton, CO
  Littleton, CO
• 2020-12-18 → 2021-04-09
  Equitable Advisors, Llc
  Lakewood, CO

Other Businesses

1.) Independent Insurance Agent, Investment Related, Littleton, CO, Lines of Authority in Variable Products, Accident & Health, and Life, Start Date 07/2020, 4-6 hours/month devoted to insurance related activities

Exams

• S66 Uniform Combined State Law Examination
  2020-12-16
• S63 Uniform Securities Agent State Law Examination
  2020-11-13

Other Names

• Brandon Lorenz