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Inactive

Brandon Charles Aguilar Gunderson

Facet

West Palm Beach, FL

Healdsburg, CA

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Current Employers
Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-03
TX RA APPROVED 2026-03-03
  • CA RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States

Healdsburg, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Finance Club Sacramento CA 01/2022 05/2022
Gunderson Holdings Elk Grove CA 11/2016 05/2022
Onefund Llc Honolulu HI 06/2021 08/2021
Sts Capital Partners Elk Grove CA 05/2021 08/2021
Home Depot Elk Grove CA 04/2019 03/2020
Lowes Sacramento CA 03/2020 04/2020
Fog Willow Farms Wilton CA 10/2016 10/2021
Fidelity Investments Burlingame CA 06/2022 02/2025
Wells Fargo Clearing Services, Llc San Francisco CA 02/2025 02/2026
Facet West Palm Beach FL 02/2026 Present
  • 01/2022 → 05/2022
    Finance Club
    Sacramento, CA
  • 11/2016 → 05/2022
    Gunderson Holdings
    Elk Grove, CA
  • 06/2021 → 08/2021
    Onefund Llc
    Honolulu, HI
  • 05/2021 → 08/2021
    Sts Capital Partners
    Elk Grove, CA
  • 04/2019 → 03/2020
    Home Depot
    Elk Grove, CA
  • 03/2020 → 04/2020
    Lowes
    Sacramento, CA
  • 10/2016 → 10/2021
    Fog Willow Farms
    Wilton, CA
  • 06/2022 → 02/2025
    Fidelity Investments
    Burlingame, CA
  • 02/2025 → 02/2026
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
  • 02/2026 → Present
    Facet
    West Palm Beach, FL
Previous Registrations
  • 2025-03-03 → 2026-03-03
    Wells Fargo Clearing Services, Llc
    Santa Rosa, CA
    San Francisco, CA
  • 2023-05-19 → 2025-03-07
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
S63 Uniform Securities Agent State Law Examination 2022-09-19
  • S66 Uniform Combined State Law Examination
    2022-10-28
  • S63 Uniform Securities Agent State Law Examination
    2022-09-19
Designations
Other Names
  • Brandon Charles Gunderson
  • Brandon Gunderson

View on SEC IAPD

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SUNRISE MANAGER LLC
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UBS FINANCIAL SERVICES INC.
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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