Brandon Tyler Mcgrew

Current Employers

Employment History

• 05/2026 → Present
  P23 Wealth Management
  Lexington, SC
• 10/2021 → 07/2023
  Gwfs Equities, Inc
  Greenwood Village, CO
• 05/2017 → 10/2021
  Palmetto Citizens Federal Credit Union
  Columbia, SC
• 03/2017 → 05/2017
  Longhorn Steakhouse
  Mount Pleasant, SC
• 05/2016 → 02/2017
  The Town Of Mount Pleasant
  Mount Pleasant, SC
• 08/2023 → 04/2026
  Edward Jones
  St Louis, MO
• 04/2026 → Present
  Principal Life Insurance Company
  Lexington, SC
• 04/2026 → Present
  Principal Securities Inc.
  Lexington, SC

Previous Registrations

• 2023-08-08 → 2026-04-29
  Edward Jones
  Lexington, SC
  Lexington, SC
  Lexington, SC
  St. Louis, MO
  Gilbert, SC

Other Businesses

**BNI SC MIDLANDS - RED BANK REFERRAL MASTERS POSITION: Education Coordinator NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2026 ADDRESS: 311 W Main St, Lexington SC 29072, United States DESCRIPTION: WEEKLY: Share a weekly podcast before the meeting. Prepare and deliver an engaging Education Moment. Share key takeaways and personal perspective. Encourage discussion through chapter communication channels Identify educational opportunities based on chapter needs. MONTHLY: Attend Chapter Success Meeting. Review with Leadership Team regarding educational topics. Promote regional educational opportunities **CHARLESTON SOUTHERN UNIVERSITY ALUMNI BOARD POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 9200 University Blvd, North Charleston SC 29406, United States DESCRIPTION: This is a voluntary role where Alumni get together to discuss increasing alumni engagement for Charleston Southern University. There is no direct compensation from the university or its members to be on this board, as it is a position voted on by other alumni. Yearly, we will vote on recipients for a scholarship. There is no handling of money as it just lets the university know who to award the scholarship to. **INSURANCE POSITION: Founder NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/12/2026 ADDRESS: 1100 Corley St, Lexington SC 29072, United States DESCRIPTION: Fixed life, disability, long term care insurance, fixed annuities, fixed indexed annuities, Variable Annuities, Indexed Universal Life, Universal Life, Group/Health Insurance, DI/A&H Insurance through various carriers. **P23 WEALTH MANAGEMENT (DBA) POSITION: P23 Wealth Management NATURE: Mutual Funds/Securities/VA/VL, Fee-based Financial Planning, Financial Strategies/Needs Analysis, Business Consulting, Life Insurance/Annuities, DI/A&H Insurance, Group/Health Insurance, Indexed Universal Life INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/12/2026 ADDRESS: 1100 Corley St, Lexington SC 29072, United States DESCRIPTION: Title: Founder. Role and Responsibilities: Financial advisor to retail and institutional clients utilizing securities, fee-based management, and financial planning. Products and Services: Fee-based asset management, Financial Planning, and Financial Consulting, Fixed life, disability, long term care insurance, fixed annuities, fixed indexed annuities, Variable Annuities, Indexed Universal Life, Universal Life.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-15
• S63 Uniform Securities Agent State Law Examination
  2020-09-11

Designations

Other Names

• Brandon Tyler Mcgrew
• Brandon Mcgrew
• Brandon T Mcgrew