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Brandin Lee Swain

Hd Money, Inc.

Sarasota, FL

CRD 8189456

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Employer firm

Hd Money, Inc. CRD 167623

$386M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Hd Money, Inc.

3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-25
  • FL RA
    APPROVED
    Since 2025-11-25

Branch Locations

3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • 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
Pellegrino, Mcfarland, And Tortora P. A. Sarasota FL 08/2025 03/2026
Escapeology Escapeology FL 01/2024 Present
United Health Care Sarasota FL 08/2023 07/2024
Waffle House North Port FL 06/2020 08/2023
Harbor Chase Venice FL 08/2019 06/2020
Full Time Education Sarasota FL 08/2015 08/2019
Hd Money, Inc Sarasota FL 03/2026 Present
  • 08/2025 → 03/2026
    Pellegrino, Mcfarland, And Tortora P. A.
    Sarasota, FL
  • 01/2024 → Present
    Escapeology
    Escapeology, FL
  • 08/2023 → 07/2024
    United Health Care
    Sarasota, FL
  • 06/2020 → 08/2023
    Waffle House
    North Port, FL
  • 08/2019 → 06/2020
    Harbor Chase
    Venice, FL
  • 08/2015 → 08/2019
    Full Time Education
    Sarasota, FL
  • 03/2026 → Present
    Hd Money, Inc
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12

View on SEC IAPD

Nearby Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT

Nearby Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson

Nearby Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

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