BB
Brandon A. Booth
TRUADVISORS
Fort Worth, TX 76137
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CRD#: 7355515
BB
Professional summary
Brandon Aaron Booth is a registered financial advisor currently at TRUADVISORS located in Fort Worth, Texas.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brandon has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Aaron Booth's 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®
NoneExperience
Current
February 20, 2025 - Present
TRUADVISORS
Office #1: 6220 N. Beach Street Suite 101, Fort Worth, TX 76137RIA
CRD#: 170564
Fort Worth, TX
Past
March 25, 2021 - February 11, 2025
ELEVATED CAPITAL ADVISORS, LLC
RIA
CRD#: 226721
Forth Worth, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
TRUADVISORS
MOLL WEALTH | TRUADVISORS FINANCIAL, LLC | TRUADVISORS | MOLL WEALTH MANAGEMENT, LLC | MOLL WEALTH MANAGEMENT, INC | MOLL WEALTH MANAGEMENT
CRD#: 170564 / SEC#: 801-132751
RIA
Registered Investment Advisory firm - (5/9/2025 Approved)Florida
Registered Investment Advisory firm - (5/14/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/22/2025 Terminated)Louisiana
Registered Investment Advisory firm - (11/18/2022 Terminated)Texas
Registered Investment Advisory firm - (5/14/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/20/2025)
Current Firm
TR
TRUADVISORS
MOLL WEALTH | TRUADVISORS FINANCIAL, LLC | TRUADVISORS | MOLL WEALTH MANAGEMENT, LLC | MOLL WEALTH MANAGEMENT, INC | MOLL WEALTH MANAGEMENT
CRD#: 170564 / SEC#: 801-132751
RIA
Registered Investment Advisory firm - (5/9/2025 Approved)Florida
Registered Investment Advisory firm - (5/14/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/22/2025 Terminated)Louisiana
Registered Investment Advisory firm - (11/18/2022 Terminated)Texas
Registered Investment Advisory firm - (5/14/2025 Terminated)PREMIUM
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Contact information
Main Address
3030 N Rocky Point Drive Suite 280, Tampa, FL 33607
Mailing Address
Phone number
(813) 212-4000
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 346 |
| AUM (Assets Under Management) | $ 132,731,351 |
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.
