Megan Kristine Brandt

Current Employers

Employment History

• 05/2017 → 01/2025
  Expeditors International Of Washington
  Peabody, MA
• 10/2014 → 05/2017
  City Catering Company
  Seattle, WA
• 01/2025 → 04/2025
  Extended Travel And Unemployment
  Boston, MA
• 07/2025 → Present
  Kestra Investment Services, Llc
  San Diego, CA
• 04/2025 → 07/2025
  California Wealth Transitions
  San Diego, CA

Other Businesses

Name: CALIFORNIA WEALTH TRANSITIONS POSITION: Client Relationship Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/30/2025 ADDRESS: 3570 Carmel Mountain Road, Suite 150, San Diego CA 92130, United States DESCRIPTION: Evaluate client risk tolerance and give financial advice. Prospect for new clients and work with existing clients to help them meet their financial goals. NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: CALIFORNIA WEALTH TRANSITIONS POSITION: Client Relationship Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/30/2025 ADDRESS: 20 Burlington Mall Road, Suite 251, Burlington MA 01803, United States DESCRIPTION: Evaluate client risk tolerance and give financial advice. Prospect for new clients and work with existing clients to help them meet their financial goals.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-16