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Advisor at BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC | Independent wealth | Jan 13, 2021 | n/a | yes | CORAL GABLES, FL | Current employment |
| BRADLEY & COMPANY, LLC | Former SEC adviser | May 17, 2012 | Nov 30, 2018 | no | JACKSON, WY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 2, 2001 | Sep 25, 2007 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRADLEY & COMPANY, LLC | BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC | Nov 30, 2018 | Jan 13, 2021 | 775 | Firm change after gap | RIA to RIA |
| CITIGROUP GLOBAL MARKETS INC. | BRADLEY & COMPANY, LLC | Sep 25, 2007 | May 17, 2012 | 1,696 | Firm change after gap | Other |