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.

Current firm

BROWN EDWARDS WEALTH STRATEGIES

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

Nov 1, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 19, 1999

First registration

May 11, 1999

Dual registered

no

Other names

BRAD BAILEY

IAPD individual key

3157873

• Occurred

  Jul 22, 2022
  Advisor changed firm

  Brad Leigh Bailey left Avantax Advisory Services for Brown Edwards Wealth Strategies (registered 2022-07-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1923d14e-7d38-3e30-6a87-87e70ec96a87

First observed

May 11, 1999

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.