Brenda Stein

Current Employers

Employment History

• 10/2013 → 05/2018
  Edward Jones
  St Louis, MO
• 05/2018 → 09/2023
  Seacrest Wealth Management, Llc
  Medford, OR
• 05/2020 → 09/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2023 → 03/2024
  Next Financial Services
  Houston, TX
• 03/2024 → Present
  Go Wealth Management
  Eugene, OR

Previous Registrations

• 2023-09-29 → 2024-04-01
  Next Financial Group, Inc.
  Medford, OR
  Sacramento, CA
  Roseville, CA
• 2024-03-18 → 2024-03-19
  Go Wealth Management
  Eugene, OR
  Eugene, OR
• 2018-05-07 → 2023-09-29
  Seacrest Wealth Management, Llc
  Medford, OR
  Purchase, NY
• 2014-02-03 → 2018-05-07
  Edward Jones
  Medford, OR
  St Louis, MO
  Medford, OR
  Medford, OR
  Jacksonville, OR
  Medford, OR

Other Businesses

1) Pacific Crest Wealth Management. Managing Member. DBA name used for investment advisory services offered through SEC RIA, Go Wealth Management. 04/2024. 0 hrs/mnth. 0 hrs/ trading hrs. Bookkeeping entity used for advisory income received and marketing purposes only. 2) Brenda Stein Trust. Rental Property. Not investment related. 1641 Mono Avenue Minden, NV 89423. Rental Property. Owner. 6/15/2010. 0 hrs/mnth. 0 hrs/ trading hrs. Maintain property. 3) Fixed Insurance; 3255 Hillcrest Park Drive #108 Medford, OR 97504; Fixed Insurance; Agent; 5/17/2023; 1 hr per month/1 hr during trading; Selling fixed insurance to clients.

Exams

• S66 Uniform Combined State Law Examination
  2013-12-06

Designations

Other Names

• Brenda Deleen Snodderly
• Brenda Deleen Hood
• Brenda Stein
• Brenda Deleen Stein