Brandon Scott Rotsky

Current Employers

Employment History

• 06/2017 → 03/2018
  Merrill Lynch
  Chicago, IL
• 08/2016 → 10/2016
  Dublin Jerome High School
  Dublin, OH
• 08/2013 → 05/2017
  Ohio State University
  Columbus, OH
• 06/2017 → 03/2018
  Bank Of America, N.A.
  Chicago, IL
• 03/2018 → 11/2020
  Advice And Planning Services Dba Tiaa
  Chicago, IL
• 03/2018 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
• 11/2020 → 09/2023
  Sage Private Wealth Group, Llc
  Oakbrook Terrace, IL
• 01/2024 → Present
  Lpl Financial Llc
  Westlake, OH
• 09/2023 → 01/2024
  Unemployed
  Chicago, IL
• 01/2024 → Present
  Kinetic Wealth Investment Advisors, Llc
  Westlake, OH

Previous Registrations

• 2020-11-10 → 2023-09-15
  Sage Private Wealth Group, Llc
  Oakbrook Terrace, IL
• 2018-04-17 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
• 2017-09-29 → 2018-04-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL

Other Businesses

1. LPL Financial; Invested related; 28045 Clemens Rd Suite D Westlake, OH 44145; Financial Services; Registered Rep; Registered Rep; 1/2024; 10 hours/month; Devote - 10 hours/month; Duties - investment related. 2. 01/11/2024 - Kinetic Wealth Investment Advisors - Inv related - At reported business Location(s) - Registered investment advisor - IAR - Started: 1/4/2024 - 160 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through Kinetic Wealth Investment Advisors, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-28

Designations

Other Names

• Brandon Rotsky
• Brandon Scott Rotsky