Brandon Joseph Potter

Current Employers

Employment History

• 06/2014 → 06/2019
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 06/2019 → 07/2019
  Horace Mann Investors, Inc.
  Springfield, IL
• 06/2019 → 07/2019
  Horace Mann Companies
  Springfield, IL
• 07/2019 → Present
  New York Life Insurance Company
  Dallas, TX
• 08/2019 → Present
  Nylife Securities Llc
  Dallas, TX
• 12/2023 → Present
  Eagle Strategies Llc
  Fort Worth, TX
• 12/2025 → Present
  May Financial Strategies, Llc
  Fort Worth, TX

Other Businesses

[Property and Casualty Brokering; Appointed with outside carriers for the purpose of brokering Property and Casualty Products; 232 S David St. Burleson TX 76028; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 777 Main St Fort Worth tx 76062; Start Date 04/2023; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; Broker insurance products not offered through NYL] [OPERATING UNDER THE DBA NAME OF May Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; FORT WORTH TX; START DATE: 12/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-21
• S63 Uniform Securities Agent State Law Examination
  2014-08-11

Other Names

• Brandon Joseph Potter
• Brandon Potter