# BRANDON JAMES GRUNDY

BRANDON JAMES GRUNDY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with RIDGEVIEW FINANCIAL PLANNING, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RIDGEVIEW FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/171985) | 2014-07-22 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2009-06-15 | 2014-08-18 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2007-04-25 | 2009-05-08 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-04-07 | 2007-04-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4687607)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4687607.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.