Brandon SherwoodCRD Number: 6563179
Current Firm: Cortex Technology Capital Advisors, LLC
Brandon Sherwood (CRD# 6563179) is an Investment Advisor Representative working at Cortex Technology Capital Advisors, LLC in Denver, CO and has over 6 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Cortex Technology Capital Management, LLC||Denver, CO||Feb 2021 - Current||1|
|Cortex Technology Capital Advisors, LLC||Denver, CO||Jan 2021 - Current||1|
|Sherwood Capital Advisors||Denver, CO||Sep 2019 - Jan 2021||1|
|George K. Baum & Company||Kansas City, MO||Nov 2015 - Sep 2019||3|
|George K. Baum & Company||Kansas City, MO||Sep 2015 - Nov 2015||< 1|
|Unemployed||Highlands Ranch, CO||May 2015 - Sep 2015||< 1|
|United States Air Force||Denver, CO||May 2012 - May 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S65||NASAA Investment Advisors Law Examination||Oct 2020|
Total Assets Under Management1MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$616,701
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
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