BR
Brandon Rockwell Thomas
CRD 2071577
Firms
| Firm | Role | As of |
|---|---|---|
| Envestnet Asset Management, Inc. | Registered representative | 07/20/2026 |
| Qrg Capital Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Envestnet Retirement Solutions, Llc
Co Cio · Less than 5% · Dec 2024
-
Qrg Capital Management, Inc.
Co Chief Investment Officer · Less than 5% · Dec 2024
-
Envestnet Portfolio Solutions, Inc.
Co Cio · Less than 5% · Dec 2024
-
Envestnet Asset Management, Inc.
Co Cio · Less than 5% · Dec 2024
-
Fdx Advisors, Inc.
Co Chief Investment Officer/Managing Dir · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗