Brandon Lafayette Falkquay

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2017 → 05/2021
  Morehouse College
  Atlanta, GA
• 08/2013 → 05/2017
  Robert E. Lee Highschool
  San Antonio, TX
• 06/2020 → 08/2020
  Fidelity Investments
  Atlanta, GA
• 06/2019 → 08/2019
  Wells Fargo
  San Antonio, TX
• 06/2021 → 04/2024
  Fidelity Investments
  Atlanta, GA
• 05/2024 → 05/2025
  Southern Methodist University
  Dallas, TX
• 05/2025 → 10/2025
  Unemployed
  Desoto, TX
• 11/2025 → 01/2026
  Robinhood Markets, Inc.
  Menlo Park, CA
• 01/2026 → 02/2026
  Unemployed
  Desoto, TX
• 02/2026 → Present
  National Lfie Group
  Addison, TX
• 02/2026 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2022-05-03 → 2024-05-17
  Fidelity Personal And Workplace Advisors
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-09

Other Names

• Brandon Falkquay