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BM

Brannon P. Mcpherson

RCX CAPITAL GROUP
Golden, CO
Some features on this profile are disabled
CRD#: 2586632
BM

Professional summary

Brannon Patrick Mcpherson, who also goes by Brannon Mcpherson, is a registered financial professional currently at RCX CAPITAL GROUP, LLC located in Golden, Colorado.

Brannon is registered as a RR (Registered Representative) and started their career in finance in 1995. Brannon has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brannon Mcpherson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brannon Patrick Mcpherson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 20, 2024 - Present

RCX CAPITAL GROUP, LLC

BD
CRD#: 114290
Golden, CO
Past

November 22, 2023 - June 4, 2024

NI ADVISORS

BD
CRD#: 134502
MILPITAS, CA
Past

March 1, 2022 - May 23, 2022

TANGENT CAPITAL PARTNERS, LLC

BD
CRD#: 146999
SHORT HILLS, NJ
Past

May 28, 2019 - December 18, 2020

TIMBREL CAPITAL, LLC

BD
CRD#: 298131
ATLANTA, GA
Past

May 4, 2016 - March 14, 2019

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
DENVER, CO
Past

January 14, 2016 - April 29, 2016

MARATHON FINANCIAL GROUP LLC

BD
CRD#: 41181
CHICAGO, IL
Past

February 26, 2013 - August 13, 2015

MDS SECURITIES, LLC

BD
CRD#: 159555
Glendale, CO
Past

December 8, 2011 - December 31, 2012

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

March 14, 2007 - January 4, 2012

ANTHEM SECURITIES, INC.

BD
CRD#: 42420
PITTSBURGH, PA
Past

November 6, 2003 - November 3, 2006

TIAA-CREF TRUST COMPANY, FSB

RIA
CRD#: 108579
ST. LOUIS, MO
Past

January 15, 2002 - February 23, 2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
DENVER, CO
Past

December 1, 2000 - December 31, 2001

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

March 13, 1995 - August 30, 2001

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(6/20/2024)
RR
Texas
(6/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/26/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/9/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/10/1995
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RC
RCX CAPITAL GROUP, LLC
RCX CAPITAL GROUP, LLC | SILVER POSTAL CAPITAL LLC | SILVER PORTAL CAPITAL LLC

CRD#: 114290 / SEC#: , 8-53416

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
2002 Timberloch Place Suite 200, The Woodlands, TX 77380
Mailing Address
2002 Timberloch Place Suite 200, The Woodlands, TX 77380
Phone number
(858) 923-8484
Established
California since 09/27/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RCX CAPITAL GROUP HOLDINGS, LLCMEMBER
GUINCHARD, APRIL DIANECORPORATE SECRETARY/REGISTERED PRINCIPAL1729146
GUINCHARD, JEAN-LOUISPRESIDENT/SENIOR MANAGING PRINCIPAL/EXECUTIVE REP/CCO/TRUSTEE1983431
JOHNSON, KRISTY KAYCFO/FINOP4470948

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RCX CAPITAL GROUP, LLC

CRD#: 114290Golden, CO

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