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BRANDON JOSEPH SMITH
CRD#: 5053905
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Investment Adviser
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Previous Broker
FLYWHEEL PRIVATE WEALTH LLCCRD#: 325690 4 MAIN STREET
SUITE 240
LOS ALTOS, CA 94022
Registration History
200620082010201220142016201820202022202420262 FIRMS2006 - 2006 (<1 year)2 FIRMS2006 - 2008 (2 years)2 FIRMS2008 - 2009 (<1 year)2 FIRMS2009 - 2012 (3 years)2 FIRMS2012 - 2023 (11 years)IAFLYWHEEL PRIVATE WEALTH LLC (CRD# 325690)2023 - Present (1 year)
License(s)

State Registrations

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California 6/12/2023

Current Registration(s)
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FLYWHEEL PRIVATE WEALTH LLC (CRD#:325690)
4 MAIN STREET SUITE 240, LOS ALTOS, CA 94022
Registered with this firm since 6/12/2023

Previous Registration(s)
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06/18/2012 - 06/29/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) LOS ALTOS, CA
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06/15/2012 - 06/29/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) LOS ALTOS, CA
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05/02/2009 - 06/19/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) SUNNYVALE, CA
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05/02/2009 - 06/19/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) SUNNYVALE, CA
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07/09/2008 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) SUNNYVALE, CA
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07/08/2008 - 05/02/2009 WAMU INVESTMENTS, INC. (CRD#:599) SUNNYVALE, CA
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04/07/2006 - 07/02/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SALT LAKE CITY, UT
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04/07/2006 - 07/02/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SALT LAKE CITY, UT
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02/22/2006 - 04/05/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) MIDVALE, UT
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02/07/2006 - 04/05/2006 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) MIDVALE, UT
For additional information about investment advisers or broker-dealers, please visit
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.