Brandi Lyn Lobato

Current Employers

Employment History

• 05/2016 → 04/2021
  Merrill Lynch
  Boca Raton, FL
• 11/2016 → 04/2021
  Bank Of America
  Boca Raton, FL
• 04/2021 → 07/2021
  Securities America, Inc
  Plantation, FL
• 04/2021 → 03/2024
  Fortune 360 Group Llc
  Plantation, FL
• 08/2016 → 04/2021
  Merrill Lynch
  Boca Raton, FL
• 03/2024 → Present
  Eversource Wealth Advisors
  Boca Raton, FL

Previous Registrations

• 2022-12-01 → 2024-04-04
  Assuredpartners Investment Advisors
  Plantation, FL
• 2021-05-07 → 2023-02-24
  Fortune 360 Group Llc
  Plantation, FL
• 2016-08-29 → 2021-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL

Other Businesses

(1) Brandi Lyn Lobato is the owner of Lobato and Associates LLC, which provides administrative support to her financial advisory practice. She spends 30 hours a month on this activity during trading hours, and10 hours a month outside of trading hours. The address for this activity is the same as her investment advisory business. (2) Brandi is a Business Broker for VR Business Brokers as an independent contractor. She started this activity in March 2023. This is not investment related, and she spends approximately 40 hours a month on this activity and 10 of those hours during trading hours. Their address is 4722 NW Boca Raton Blvd C105, Boca Raton, FL 33431. (3) Brandi is a licensed insurance agent selling non-variable products. This is investment related and she spends approximately 1 hour per month during trading hours on this activity. The start date for this activity was 4/27/2021 and she conducts this from her address 4949 Northwest 2nd Court, Boca Raton, FL 33431. (4) Brandi is a licensed real estate agent in the state of Florida. This is not investment related. She conducts this from her address 4949 Northwest 2nd Court, Boca Raton, FL 33431.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-25

Designations

Other Names

• Brandi Lyn Lobato
• Brandi Lyn Abrahams