Brandon Harrison Mcilroy

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

• 08/2009 → 08/2024
  Lincoln Financial Advisors
  Denver, CO
• 08/2024 → Present
  Lpl Financial Llc
  Highlands Ranch, CO

Previous Registrations

• 2010-08-31 → 2024-08-08
  Osaic Fa, Inc.
  Denver, CO

Other Businesses

1) 07/16/2024-Yesmam, LLC-Business Entity For Tax/Investment Purposes Only-Passthrough for tax purposes.-At Aurora, CO-Not Inv related-Start date 07/08/2024-Time spent 1% 2) 07/16/2024-The Mcllroy Financial Group-DBA for LPL Business (entity for LPL business)- Inv Related-At reported business location(s)-Start date 07/02/2024-160 hrs/mth 3) 07/16/2024-The McIlroy Financial Group-Non-Variable Insurance-Inv Related-At Aurora, CO-Start date 08/05/2024-12 hrs/mth 4) 07/16/2024-Gladstone Wealth Partners-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 07/02/2024-160hrs/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-27
• S63 Uniform Securities Agent State Law Examination
  2009-12-17