Brandon Lagos

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-02-06

Branch Locations

370-17Th Street, Denver, CO 80202 • United States

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

Organization	City	State	From	To
Davidson Hotels - Sweetwaters At The Valley River Inn	Eugene	OR	06/2017	11/2017
Campus Advantage - The Soto Apartments	Eugene	OR	11/2017	06/2019
Ubs Financial Services - The Capitol Esop Group	Washington	DC	06/2018	08/2018
Passco Capital	Irvine	CA	10/2019	11/2020
N/A	Chino Hills	CA	06/1997	06/2017
Passco Companies Llc	Irvine	CA	10/2019	11/2020
N/A	Pomona	CA	06/2019	10/2019
Triad Advisors	Norcross	GA	04/2021	04/2022
Unemployed	Santa Ana	CA	12/2020	03/2021
Lagos Financial & Insurance Services, Inc.	Diamond Bar	CA	05/2021	10/2023
Ubs Financial Services Inc	Denver	CO	10/2023	Present

06/2017 → 11/2017

Davidson Hotels - Sweetwaters At The Valley River Inn

Eugene, OR
11/2017 → 06/2019

Campus Advantage - The Soto Apartments

Eugene, OR
06/2018 → 08/2018

Ubs Financial Services - The Capitol Esop Group

Washington, DC
10/2019 → 11/2020

Passco Capital

Irvine, CA
06/1997 → 06/2017

N/A

Chino Hills, CA
10/2019 → 11/2020

Passco Companies Llc

Irvine, CA
06/2019 → 10/2019

N/A

Pomona, CA
04/2021 → 04/2022

Triad Advisors

Norcross, GA
12/2020 → 03/2021

Unemployed

Santa Ana, CA
05/2021 → 10/2023

Lagos Financial & Insurance Services, Inc.

Diamond Bar, CA
10/2023 → Present

Ubs Financial Services Inc

Denver, CO

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-14
S63	Uniform Securities Agent State Law Examination	2020-03-12