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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-05 |
Branch Locations
263 Center Ave Westwood, Nj, NJ 07675 • United States
3311 Route 33, Neptune, NJ 07753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brendon Pierson Inc. | Wall | NJ | 10/2006 | Present |
| Avantax Investment Services, Inc. | Wall | NJ | 02/2012 | 09/2025 |
| Pure Payroll Llc | Wall | NJ | 12/2007 | Present |
| Avantax Advisory Services | Wall | NJ | 07/2014 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Neptune | NJ | 09/2018 | 09/2025 |
| Cetera Wealth Services, Llc | Neptune | NJ | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Brendon Pierson Wealth Management | Wall | NJ | 10/1987 | Present |
1) Pure Payroll LLC~'NIR'~P O Box 1750~Wall~NJ~07719~Other~Other~12/1/2007~100hrs~2hrs~Management of Payroll Processors 2) BRENDON PIERSON, INC.; Tax associate NATURE: Assist with tax preparation/accounting paperwork INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2006; ADDRESS: 4814 Outlook Dr., Wall NJ 07753, United States; Assist with tax preparation/accounting paperwork 3) COTSWOLD ON THE GREEN CONDOMINIUM ASSOCIATION; Trustee NATURE: I've been elected as a trustee on the board of the condo association where I live. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2021; Cotswold on the Green, Association Advisors, Freehold NJ 07728, US; DESCRIPTION: Assist with the overall management of the condominium community, including vendor relations, policy development, rule enforcement, and enhancement of communication among neighbors. 4. NAME OF OTHER BUSINESS: BRENDON PIERSON WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/1987, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-16 |
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