Debra Brennan Tagg

Current Employers

Employment History

• 01/1999 → 09/2024
  Fsc Securities Corporation
  Dallas, TX
• 10/2009 → 11/2023
  Fsc Securities Corporation
  Dallas, TX
• 04/2014 → 04/2021
  Dbt Wealth Consultants
  Dallas, TX
• 04/2021 → 09/2024
  Bfs Advisory Group, Llc
  Dallas, TX
• 02/2018 → 09/2024
  Brennan Financial Services
  Dallas, TX
• 01/1999 → 01/2018
  Brennan Financial Services
  Dallas, TX
• 11/2023 → 09/2024
  Osaic Wealth, Inc.
  Dallas, TX
• 09/2024 → Present
  Newedge Securities, Llc
  Pittsburgh, PA
• 09/2024 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2014-09-02 → 2024-12-31
  Bfs Advisory Group, Llc
  Dallas, TX
• 2023-11-03 → 2024-09-23
  Osaic Wealth, Inc.
  Dallas, TX
• 2010-03-01 → 2023-11-03
  Fsc Securities Corporation
  Dallas, TX
  Dallas, TX
• 2014-01-13 → 2014-12-18
  Brennan Wealth Advisors, Llc
  Frisco, TX
• 2010-05-14 → 2014-01-07
  Brennan Wealth Advisors, Llc
  Dallas, TX

Other Businesses

1. NewEdge Advisors, LLC - DBA BFS Advisory Group; Investment related; Dallas, TX; Start date 09/2024; 160 total hours; 160 trading hours; Investment Advisor Representative 2. NewEdge Securities, LLC - DBA BFS Advisory Group; Investment related; Dallas, TX; Start date 09/2024; Registered Representative 3. Communities Foundation of Texas*No Invest*Dallas, TX*1/1/20*Trustee, Board of Trustees*Serve as trustee; serve on Investment, Governance, and Executive committees; chair the Housing Strategy Committee; provide strategic guidance; vote on proposed items in meetings.*10 Hrs Trade/4 non trade 4. Children's Health System of Texas* No Invest*Dallas, TX*2/22/19*Trustee, Board of Trustees*Serve as trustee; serve on Quality and Finance committees; chair Governance committee; provide strategic guidance; vote on proposed items in meetings.*10 Trade/ Non Trade 5. Hockaday School Investment Committee; Investment Related; Dallas, TX; corporation (school investment committee); Committee Member; 08/2023; 1 total hrs; 0 trading hrs; review performance and asset allocation quarterly, prepare for meetings, vote on investment decisions presented by consultant 6. Insurance Activity; Investment Related; Dallas, TX; insurance services; licensed insurance agent 05/2025; 8 total hrs; 4 trading hrs; sell annuities, disability, life, and long-term care insurance 7.BFS Advisory*Yes Invest*Dallas, TX*1/1/21*President*Wealth manager and president.*150 Trade/50 Non trade 8. Insurance-* Yes Invest*Dallas TX*5/1/25*Financial Advisor*I am a financial advisor with a life and health insurance license. I will sell annuities, as well as disability, life, and long-term care insurance.*4 Hrs Trade/4 Non trade

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-26
• S63 Uniform Securities Agent State Law Examination
  1999-04-16

Designations

Other Names

• Debra Brennan