Brandon John Valentine

Current Employers

Employment History

• 09/2013 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Chandler, AZ
• 10/2014 → 01/2024
  Woodbury Financial Services Inc
  Phoenix, AZ
• 01/2024 → 10/2025
  Osaic Wealth, Inc.
  Phoenix, AZ
• 10/2025 → Present
  Lpl Financial
  Phoenix, AZ

Previous Registrations

• 2024-01-19 → 2025-10-15
  Osaic Wealth, Inc.
  Phoenix, AZ
• 2014-11-12 → 2024-01-19
  Woodbury Financial Services, Inc.
  Phoenix, AZ
• 2013-09-20 → 2014-11-05
  Waddell & Reed
  Scottsdale, AZ
• 2010-06-24 → 2013-09-23
  Edward Jones
  Chandler, AZ
  Tempe, AZ
  St Louis, MO
  Tempe, AZ

Other Businesses

1 - 07/2025 - Southwest Wealth Advisory Group - DBA for LPL Business (entity for LPL business) - Investment related - 140 Hour(s)/Month - 7 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/4/2025 2 - 07/2025 - Valentine Financial Solutions Incorporated - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - Chandler, AZ 85226 - OBA Start Date: 10/01/2015 3 - 07/2025 - Brandon Valentine Non-Variable Insurance - Non-Variable Insurance - Investment related - 4 Hour(s)/Month - 1 Hour(s) During Trading - Phoenix, AZ 85008 - OBA Start Date: 10/01/2014 4-11/12/2025-BH Strategy LLC-Outside/W-2 Employment-Not inv related-At Chandler, AZ-Start date 12/01/2025-10hrs/mth-0hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Other Names

• Brandon Valentine