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Brandon Francis

Strategic Advisers LLC

San Jose, CA

Palo Alto, CA

Durham, NC

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-29
TX RA APPROVED 2025-06-04
  • CA RA
    APPROVED
    Since 2026-07-29
  • TX RA
    APPROVED
    Since 2025-06-04

Branch Locations

San Jose, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Fidelity Investments Durham NC 10/2023 Present
Nehemiah Community Empowerment Center Greensboro NC 02/2023 10/2023
Chick-Fil-A Brooklyn NY 05/2022 02/2023
Chick Fil A Corporate Center Atlanta GA 09/2021 05/2022
Chick Fil A Greenville NC 11/2019 09/2021
East Carolina University Game Lounge Greenville NC 01/2019 11/2019
East Carolina University Greenville NC 08/2018 05/2022
Agero Roadside Assistance - Wfh Greensboro NC 09/2023 10/2023
Chick Fil A Greensboro NC 05/2016 08/2018
The Academy At Smith Greensboro NC 08/2014 05/2018
  • 10/2023 → Present
    Fidelity Investments
    Durham, NC
  • 02/2023 → 10/2023
    Nehemiah Community Empowerment Center
    Greensboro, NC
  • 05/2022 → 02/2023
    Chick-Fil-A
    Brooklyn, NY
  • 09/2021 → 05/2022
    Chick Fil A Corporate Center
    Atlanta, GA
  • 11/2019 → 09/2021
    Chick Fil A
    Greenville, NC
  • 01/2019 → 11/2019
    East Carolina University Game Lounge
    Greenville, NC
  • 08/2018 → 05/2022
    East Carolina University
    Greenville, NC
  • 09/2023 → 10/2023
    Agero Roadside Assistance - Wfh
    Greensboro, NC
  • 05/2016 → 08/2018
    Chick Fil A
    Greensboro, NC
  • 08/2014 → 05/2018
    The Academy At Smith
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2024-02-02
  • S66 Uniform Combined State Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2024-02-02

View on SEC IAPD

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