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Brandon Buckley

Newfront Retirement Services, Inc.

San Mateo, CA

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Current Employers
Newfront Retirement Services, Inc.

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-16
  • CA RA
    APPROVED
    Since 2025-01-16

Branch Locations

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • 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
Newfront Retirement Services, Inc. San Francisco CA 01/2025 Present
Rollworks, A Division Of Nextroll San Francisco CA 06/2021 07/2023
Salesforce San Francisco CA 07/2023 01/2025
Santa Clara University Santa Clara CA 09/2016 05/2021
Marin Catholic High School Greenbrae CA 01/2015 09/2016
  • 01/2025 → Present
    Newfront Retirement Services, Inc.
    San Francisco, CA
  • 06/2021 → 07/2023
    Rollworks, A Division Of Nextroll
    San Francisco, CA
  • 07/2023 → 01/2025
    Salesforce
    San Francisco, CA
  • 09/2016 → 05/2021
    Santa Clara University
    Santa Clara, CA
  • 01/2015 → 09/2016
    Marin Catholic High School
    Greenbrae, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-23
S65 Uniform Investment Adviser Law Examination 2024-11-30
  • S63 Uniform Securities Agent State Law Examination
    2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-11-30

View on SEC IAPD

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Other Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · WOODSIDE, CA

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