Brandon Wooley has been an investment adviser representative at Greenleaf Financial Network since January 2019, and is not listed among the firm’s executive officers or direct owners.
Greenleaf Financial Network, LLC is a firm with $124M under management, 189 clients and 11 advisers across 10 offices, as of its August 2026 filing.
Brandon Wooley’s longest registration is the current one, 7 years at Greenleaf Financial Network since 2019. Before joining Greenleaf Financial Network in 2019, Brandon Wooley was registered through Waddell & Reed.
- – present · 7 yearsJefferson City, MO · Adviser representative · Firm CRD 284165
- Waddell & Reed– · 2 yearsCreve Coeur, MO · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Brandon Wooley is registered as an investment adviser representative in Missouri, since January 2019.
- MissouriSince 18 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 March 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 January 2016 |
| Series 7 | General Securities Representative Examination | 29 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brandon Alan Wooley
- CRD
- 6517250
- Firm
- Greenleaf Financial Network · CRD 284165
- Office
- Jefferson City, MO
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Brandon Wooley work?
Brandon Wooley is an investment adviser representative registered through Greenleaf Financial Network, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Brandon Wooley a financial advisor?
Yes. Brandon Wooley has a current investment-adviser registration in Missouri, through Greenleaf Financial Network since January 2019.
How many years of experience does Brandon Wooley have?
Brandon Wooley has 10 years in the financial industry, since May 2016, across 2 adviser firms.
What exams has Brandon Wooley passed?
Brandon Wooley has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 2015. FINRA credited Brandon Wooley with the SIE, which began in October 2018.
Where did Brandon Wooley work before Greenleaf Financial Network?
Before Greenleaf Financial Network, Brandon Wooley was registered through Waddell & Reed, March 2016 to July 2018.
Where is Brandon Wooley based?
Brandon Wooley’s registered office is in Jefferson City, MO.
Is Brandon Wooley registered with FINRA?
No. Brandon Wooley has no current broker registration.
How can I verify Brandon Wooley’s record?
Search CRD 6517250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brandon Wooley’s full registration record.