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Inactive

Brandon Joseph Tacconelli

Thinking Big Financial

Brooklyn, NY

New York, NY

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Current Employers
Thinking Big Financial

355 Court Street 2Nd Floor, Brooklyn, NY 11231 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-16
TX RA APPROVED 2024-05-16
  • NY RA
    APPROVED
    Since 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

355 Court Street 2Nd Floor, Brooklyn, NY 11231 • United States

New York, NY • 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
Thinking Big Financial New York NY 08/2020 Present
Tvm Paraplanning Ocean View DE 01/2020 01/2021
Unemployed Ocean View DE 10/2019 12/2019
Sunrun Solar Wilmington MA 09/2018 10/2019
Sunrun Solar Phoenix AZ 03/2018 09/2018
Wegowise Boston MA 04/2015 03/2018
  • 08/2020 → Present
    Thinking Big Financial
    New York, NY
  • 01/2020 → 01/2021
    Tvm Paraplanning
    Ocean View, DE
  • 10/2019 → 12/2019
    Unemployed
    Ocean View, DE
  • 09/2018 → 10/2019
    Sunrun Solar
    Wilmington, MA
  • 03/2018 → 09/2018
    Sunrun Solar
    Phoenix, AZ
  • 04/2015 → 03/2018
    Wegowise
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-16
  • S65 Uniform Investment Adviser Law Examination
    2020-01-16
Designations

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
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CITIGROUP GLOBAL MARKETS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SANTANDER SECURITIES LLC
COBBLESTONE WEALTH ADVISORS

Other Investors

JAMES DANIEL VAVAS
Anthony Joseph Cavalcante
JOSEPH JOHN COSENZA
CHARLES JOSEPH LAROCCA
JOHN STEVE VORVOLAKOS
DANIEL CLIFFORD GALLUZZO
ANDREW Michael LAROCCA
ANAND KUMAR DOOKIE

Other Offices

LPL FINANCIAL LLC · Brooklyn, NY
LPL FINANCIAL LLC · BROOKLYN, NY
J.P. MORGAN SECURITIES LLC · BROOKLYN, NY
CETERA INVESTMENT ADVISERS LLC · BROOKLYN, NY
EDWARD JONES · BROOKLYN, NY
J.P. MORGAN SECURITIES LLC · BROOKLYN, NY
CITIGROUP GLOBAL MARKETS INC. · BROOKLYN, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Brooklyn, NY

More in Brooklyn, NY

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