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Dylan Brandon

6 Years of Experience
Concord, CA
Broker

Dylan Brandon is a registered investment advisor, based in Concord, CA, with 6 years of industry experience.

Location

1655 Grant Street, 10th Floor, Concord, CA, 94520-2445

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dylan works full-time as a platform revenue analyst for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in February 2021.

Employment History
Current Registrations
Assetmark, INC.
February 2021 - Present · 5 yrs 3 mos
Assetmark Brokerage, LLC
February 2021 - Present · 5 yrs 3 mos
Assetmark Brokerage, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
TD Ameritrade, INC.
September 2019 - January 2021 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
September 2019 - December 2020 · 1 yr 3 mos
TD Ameritrade, INC.Broker
August 2019 - January 2021 · 1 yr 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dylan Brandon - Financial Advisor | TrueAdvisor