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Brandon Casas

Trunorth Advisors

Greenville, SC

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Current Employers
Trunorth Advisors

501 River Street Suite 200, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-16
  • SC RA
    APPROVED
    Since 2026-03-16

Branch Locations

501 River Street Suite 200, Greenville, SC 29601 • 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
The Vanguard Group, Inc. Charlotte NC 08/2018 Present
Wells Fargo Home Mortgage Fort Mill SC 10/2017 05/2018
Unemployed Garden City KS 05/2018 06/2018
Unemployed Charlotte NC 07/2018 08/2018
University Of North Carolina At Charlotte Charlotte NC 08/2014 05/2017
Apex Systems Charlotte NC 06/2017 10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 12/2022 Present
Bank Of America N.A. Charlotte NC 01/2023 Present
  • 08/2018 → Present
    The Vanguard Group, Inc.
    Charlotte, NC
  • 10/2017 → 05/2018
    Wells Fargo Home Mortgage
    Fort Mill, SC
  • 05/2018 → 06/2018
    Unemployed
    Garden City, KS
  • 07/2018 → 08/2018
    Unemployed
    Charlotte, NC
  • 08/2014 → 05/2017
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 06/2017 → 10/2017
    Apex Systems
    Charlotte, NC
  • 12/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 01/2023 → Present
    Bank Of America N.A.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-18
S63 Uniform Securities Agent State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2021-02-18
  • S63 Uniform Securities Agent State Law Examination
    2018-10-19
Other Names
  • Brandon Michael Casas
  • Brandon Casas

View on SEC IAPD

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Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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