Best Investors Account Sign in
Inactive

Brandon Jeffrey Schneider

Deliberate Wealth

Advance, NC

Claim This Profile
Current Employers
Deliberate Wealth

106 York Way Suite 102, Advance, NC 27006 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-07
TX RA APPROVED 2026-03-05
  • NC RA
    APPROVED
    Since 2026-04-07
  • TX RA
    APPROVED
    Since 2026-03-05

Branch Locations

106 York Way Suite 102, Advance, NC 27006 • 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
Bb&T Bank Plano TX 01/2013 03/2017
Bb&T Bank Winston-Salem NC 03/2017 10/2020
Bb&T Bank Winston-Salem NC 11/2020 06/2021
Bb&T Securities, Llc Richmond VA 11/2020 06/2021
Truist Investment Services, Inc. Winston-Salem NC 02/2021 06/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2021
Fidelity Investments Winston-Salem NC 07/2021 03/2026
Fidelity Investments Boston MA 03/2025 03/2026
Deliberate Wealth Llc Advance NC 03/2026 Present
  • 01/2013 → 03/2017
    Bb&T Bank
    Plano, TX
  • 03/2017 → 10/2020
    Bb&T Bank
    Winston-Salem, NC
  • 11/2020 → 06/2021
    Bb&T Bank
    Winston-Salem, NC
  • 11/2020 → 06/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → 06/2021
    Truist Investment Services, Inc.
    Winston-Salem, NC
  • 02/2021 → 06/2021
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 07/2021 → 03/2026
    Fidelity Investments
    Winston-Salem, NC
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Deliberate Wealth Llc
    Advance, NC
Previous Registrations
  • 2025-03-31 → 2026-03-17
    Strategic Advisers Llc
    Advance, NC
    Winston-Salem, NC
    Boston, MA
  • 2021-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winston-Salem, NC
  • 2021-02-17 → 2021-06-23
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 2020-12-07 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Winston-Salem, NC
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-04
  • S66 Uniform Combined State Law Examination
    2020-12-04
Designations
Other Names
  • Brandon Jeffrey Schneider
  • Brandon J Schneider

View on SEC IAPD

More in Advance, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor