Brandon John Shohdy

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2023 → 05/2025
  Fidelity Investments
  Brea, CA
• 09/2022 → 12/2022
  Union Property Co.
  Beverly Hills, CA
• 06/2022 → 09/2022
  Unemployed
  Mission Viejo, CA
• 03/2022 → 06/2022
  Fuse Technologies
  Goleta, CA
• 09/2018 → 06/2022
  Ucsb
  Santa Barbara, CA
• 05/2021 → 09/2021
  Shiphawk
  Santa Barbara, CA
• 09/2019 → 03/2020
  College Fresh
  Goleta, CA
• 06/2019 → 08/2019
  Towne Park
  Irvine, CA
• 05/2018 → 09/2018
  Towne Park
  Irvine, CA
• 01/2018 → 04/2018
  Little Caesars
  Mission Viejo, CA
• 02/2013 → 01/2018
  Unemployed
  Mission Viejo, CA
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  Lpl Financial Llc
  Aliso Viejo, CA

Previous Registrations

• 2025-03-31 → 2025-05-20
  Strategic Advisers Llc
  Mission Viejo, CA
  Brea, CA
  Boston, MA
• 2023-06-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA

Other Businesses

1) 05/27/2025/ Focus Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s)/ Start Date:05/27/2025 /160 hrs mnth / 80 hrs during traing. 2) 07/02/2025 - CA Notary Public - Investment Related - Other - Notary - At Reported Business Location(s) - Start Date:06/11/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 3) 12/17/2025 - Tik Tok - Other - Tik Tok affiliate - Not Investment Related - Home Based - Start Date 12/04/2025 - 1 hour per month/ 0 hours during trading 4) 12/17/2025 - Brand Models - Other - Model - Not Investment Related - Home Based - Start Date 12/04/2025 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-06-15
• S63 Uniform Securities Agent State Law Examination
  2023-05-05

Other Names

• Brandon Shohdy
• Brandon John Shohdy