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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Brandon Alessondro Younger

Advisor at ADVICE AND PLANNING SERVICES

Harrisburg, NC | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:e7b60bd6-729e-eeca-11f5-a2d3a2df0c3d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 20, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVICE AND PLANNING SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 23, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 23, 2014
First registration: Feb 20, 2015
Dual registered: yes, broker-dealer
Other names: Brandon Younger|Brandon Alessondro Younger|Brandon A Younger
IAPD individual key: 6364528

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 5, 2023	n/a	yes	CHARLOTTE, NC\|Harrisburg, NC	Current employment
EDWARD JONES	National bd RIA	Mar 22, 2022	Nov 16, 2022	no	ST LOUIS, MO\|Clarksville, TN	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 3, 2015	Mar 31, 2022	no	CHARLOTTE, NC\|NASHVILLE, TN\|WEEHAWKEN, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 20, 2015	Nov 24, 2015	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDWARD JONES	ADVICE AND PLANNING SERVICES	Nov 16, 2022	Jan 5, 2023	50	Firm change	Ibd to ibd
UBS FINANCIAL SERVICES INC.	EDWARD JONES	Mar 31, 2022	Mar 22, 2022	-9	Firm change	Wirehouse to ibd
WELLS FARGO ADVISORS	UBS FINANCIAL SERVICES INC.	Nov 24, 2015	Dec 3, 2015	9	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: current employment
Jan 5, 2023 to presentfactForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 22, 2022 to Nov 16, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 3, 2015 to Mar 31, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 20, 2015 to Nov 24, 2015factForm ADV

Dated events

Occurred
Nov 16, 2022
Advisor changed firm
Brandon Alessondro Younger left Edward Jones for Advice And Planning Services (registered 2023-01-05)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2022
Advisor changed firm
Brandon Alessondro Younger left Ubs Financial Services Inc. for Edward Jones (registered 2022-03-22)
Form ADVobserved 5 days ago