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BRANDON ROBERT LOCKWOOD
CRD#: 4952640
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Investment Adviser
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Previous Broker
LOCKWOOD WEALTH STRATEGIES, LLCCRD#: 327781 HOUSTON, TX
Registration History
2008201020122014201620182020202220242026IALOCKWOOD WEALTH STRATEGIES, LLC (CRD# 327781)2024 - Present (1 year)BCETERA ADVISORS LLC (CRD# 10299)2022 - 2024 (1 year)BFIRST ALLIED SECURITIES, INC. (CRD# 32444)2007 - 2022 (15 years)IALIFESTYLE ASSET MANAGEMENT, INC. (CRD# 157450)2018 - 2024 (5 years)IACETERA INVESTMENT ADVISERS LLC (CRD# 105644)2020 - 2022 (2 years)IAFIRST ALLIED ADVISORY SERVICES... (CRD# 137888)2010 - 2020 (10 years)
License(s)

State Registrations

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Texas 2/2/2024

Current Registration(s)
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LOCKWOOD WEALTH STRATEGIES, LLC (CRD#:327781)
HOUSTON, TX
Registered with this firm since 2/2/2024

Previous Registration(s)
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06/24/2018 - 03/05/2024 LIFESTYLE ASSET MANAGEMENT, INC. (CRD#:157450) Deer Park, TX
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09/08/2022 - 02/05/2024 CETERA ADVISORS LLC (CRD#:10299) DEER PARK, TX
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11/12/2020 - 11/17/2022 CETERA INVESTMENT ADVISERS LLC (CRD#:105644) DEER PARK, TX
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02/28/2007 - 09/08/2022 FIRST ALLIED SECURITIES, INC. (CRD#:32444) Texas CIty, TX
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05/10/2010 - 11/12/2020 FIRST ALLIED ADVISORY SERVICES, INC. (CRD#:137888) DEER PARK, TX
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Disclosures
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