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RIA / WealthAdvisor20 years in industry

BRAD PAUL TATAR

Advisor at GREENUP STREET WEALTH MANAGEMENT LLC

OVERLAND PARK, KS | Bradenton, FL

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Search this name across graphsid dfx:ria:0f131e20-759f-d291-45fb-db2d863def38

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2016 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: GREENUP STREET WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Oct 10, 2008
First registration: Jun 15, 2016
Dual registered: no
Other names: BRAD P TATAR
IAPD individual key: 5104579

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
GREENUP STREET WEALTH MANAGEMENT LLC	Independent wealth	Aug 10, 2021	n/a	yes	OVERLAND PARK, KS\|Bradenton, FL	Current employment
SPOTLIGHT ASSET GROUP	Former SEC adviser	Apr 4, 2019	Aug 9, 2021	no	Bradenton, FL\|OAKBROOK TERRACE, IL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 28, 2018	Apr 5, 2019	no	Sarasota, FL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2018	Apr 5, 2019	no	OMAHA, NE\|SARASOTA, FL	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jun 15, 2016	Feb 26, 2018	no	BRADENTON, FL\|SAINT LOUIS, MO	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
SPOTLIGHT ASSET GROUP	GREENUP STREET WEALTH MANAGEMENT LLC	Aug 9, 2021	Aug 10, 2021	1	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Apr 5, 2019	Feb 28, 2018	-401	Channel change	Other
TD AMERITRADE, INC.	SPOTLIGHT ASSET GROUP	Apr 5, 2019	Apr 4, 2019	-1	Firm change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 26, 2018	Feb 26, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (5)

→ GREENUP STREET WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 10, 2021 to presentfactForm ADV
→ SPOTLIGHT ASSET GROUPRegistered adviserregistration: previous registration
Apr 4, 2019 to Aug 9, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2018 to Apr 5, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 28, 2018 to Apr 5, 2019factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jun 15, 2016 to Feb 26, 2018factForm ADV

Dated events

No dated event names this entity yet.