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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Bradley Merrill Holman

Advisor at J.P. MORGAN SECURITIES LLC

NORTHVILLE, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 6, 2008 to Sep 14, 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: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 16, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 16, 2007
First registration: Aug 6, 2008
Dual registered: yes, broker-dealer
Other names: BRADLEY HOLMAN|BRADLEY M HOLMAN|BRADLEY MERRILL HOLMAN|BRAD HOLMAN|BRAD MERRILL HOLMAN|BRAD HOLMAN|BRADLEY MERRILL HOLMAN|BRAD MERRILL HOLMAN
IAPD individual key: 5249229

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
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 2, 2023	n/a	yes	NORTHVILLE, MI	Current employment
MORGAN STANLEY	Wirehouse	Jun 22, 2017	Aug 14, 2023	no	Troy, MI\|Bloomfield Hills, MI\|Farmington Hills, MI\|Birmingham, MI\|Jackson, MI\|Saginaw, MI\|Traverse City, MI\|Ann Arbor, MI\|Muskegon, MI\|Grand Rapids, MI\|East Lansing, MI\|GRAND RAPIDS, MI\|Grand Blanc, MI\|Grosse Pointe Farms, MI\|Rochester, MI\|KALAMAZOO, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 10, 2014	Jun 2, 2017	no	BLOOMFIELD HILLS, MI\|AUBURN HILLS, MI\|GRAND BLANC, MI\|BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI\|NEW YORK, NY	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 13, 2009	Aug 14, 2012	no	ANN ARBOR, MI\|ANN ARBOR, MI	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Aug 6, 2008	Nov 13, 2009	no	ANN ARBOR, MI	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
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Aug 14, 2023	Oct 2, 2023	49	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY	Jun 2, 2017	Jun 22, 2017	20	Firm change	Wirehouse to wirehouse
PNC WEALTH MANAGEMENT	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 14, 2012	Apr 10, 2014	604	Firm change after gap	Other
NATCITY INVESTMENTS, INC.	PNC WEALTH MANAGEMENT	Nov 13, 2009	Nov 13, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:149777:NY:2017-03-02	Jun 2, 2017	Jun 22, 2017	NEW YORK, NY	Firm change

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Oct 2, 2023 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 22, 2017 to Aug 14, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 10, 2014 to Jun 2, 2017factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 13, 2009 to Aug 14, 2012factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Aug 6, 2008 to Nov 13, 2009factForm ADV

Dated events

Occurred
Aug 14, 2023
Advisor changed firm
Bradley Merrill Holman left Morgan Stanley for J.P. Morgan Securities Llc (registered 2023-10-02)
Form ADVobserved 3 days ago