Brandon Felix Ulloa is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LINCOLN INVESTMENT PLANNING, LLC | 2026-01-05 | present | Yes |
| SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC | 2025-01-21 | 2025-12-22 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-06-09 | 2025-01-13 | — |