Brandon Paul Sudo Cepeda

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 05/2018 → 09/2019
  Ameriprise Financial Services, Inc.
  Las Vegas, NV
• 06/2016 → 05/2018
  Wells Fargo
  Las Vegas, NV
• 01/2014 → 09/2016
  Abercrombie & Fitch
  Las Vegas, NV
• 08/2013 → 05/2019
  Full Time Education
  Las Vegas, NV
• 10/2019 → 09/2020
  Jpmorgan Chase Bank, N.A.
  Las Vegas, NV
• 10/2019 → 09/2020
  J.P. Morgan Securities Llc
  Las Vegas, NV
• 09/2020 → 10/2020
  Cetera Advisor Networks
  Las Vegas, NV
• 09/2020 → 10/2020
  Diamond Wealth Management
  Las Vegas, NV
• 09/2020 → 10/2020
  Cwm, Llc
  Las Vegas, NV
• 02/2021 → 01/2024
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 02/2021 → 01/2024
  Schwab Private Client Investment Advisory, Inc.
  Phoenix, AZ
• 10/2020 → 02/2021
  Unemployed
  Las Vegas, NV
• 01/2024 → 09/2024
  Bayntree Wealth Advisors, Llc
  Scottsdale, AZ
• 05/2024 → 09/2024
  Bayntree Planning Group, Llc
  Scottsdale, AZ
• 09/2024 → 01/2025
  Unemployed
  Peoria, AZ
• 01/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2024-02-26 → 2024-10-01
  Bayntree Wealth Advisors, Llc
  Scottsdale, AZ
• 2021-03-04 → 2024-02-09
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
  Phoenix, AZ
• 2019-11-12 → 2020-10-08
  J.P. Morgan Securities Llc
  Las Vegas, NV
• 2018-10-24 → 2019-10-04
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01

Other Names

• Brandon Paul Cepeda
• Brandon Paul Sudo Cepeda
• Brandon P Cepeda
• Brandon Cepeda