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Brandy Marie Burgess

Principal Advised Services

Charlotte, NC

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-07-07
NC RA APPROVED 2025-07-07
  • IA RA
    APPROVED
    Since 2025-07-07
  • NC RA
    APPROVED
    Since 2025-07-07

Branch Locations

401 Mccullough Dr Ste 200, Charlotte, NC 28262 • 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
Wells Fargo Clearing Services Charlotte NC 02/2017 06/2021
Homemaker China Grove NC 07/2005 02/2017
Self Employed China Grove NC 07/2008 02/2017
Principal Life Insurance Company Charlotte NC 06/2021 Present
Principal Securities Inc Charlotte NC 06/2021 Present
Principal Advised Services Charlotte NC 06/2025 Present
Principal Bank Charlotte NC 06/2026 Present
  • 02/2017 → 06/2021
    Wells Fargo Clearing Services
    Charlotte, NC
  • 07/2005 → 02/2017
    Homemaker
    China Grove, NC
  • 07/2008 → 02/2017
    Self Employed
    China Grove, NC
  • 06/2021 → Present
    Principal Life Insurance Company
    Charlotte, NC
  • 06/2021 → Present
    Principal Securities Inc
    Charlotte, NC
  • 06/2025 → Present
    Principal Advised Services
    Charlotte, NC
  • 06/2026 → Present
    Principal Bank
    Charlotte , NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-23
S63 Uniform Securities Agent State Law Examination 2017-05-16
  • S66 Uniform Combined State Law Examination
    2025-06-23
  • S63 Uniform Securities Agent State Law Examination
    2017-05-16
Other Names
  • Brandy Marie Rinehardt
  • Brandy Rinehardt Burgess

View on SEC IAPD

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PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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