DFX Intelligence

Data Factory

RIA / WealthAdvisor23 years in industry

BRADLEY PATRICK WARNER

Advisor at CBIZ INVESTMENT ADVISORY SERVICES, LLC

CLEVELAND, OH | MEDIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4dc4e9da-d3df-58f0-3185-4ab31b392a11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2007 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: CBIZ INVESTMENT ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 21, 2003
First registration: Feb 9, 2007
Dual registered: no
Other names: BRAD WARNER|BRADLEY PATRICK WARNER|BRADLEY P WARNER
IAPD individual key: 4649039

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
CBIZ INVESTMENT ADVISORY SERVICES, LLC	Institutional manager	May 29, 2018	n/a	yes	MEDIA, PA\|CLEVELAND, OH	Current employment
INR ADVISORY SERVICES, LLC	Former SEC adviser	Nov 9, 2015	Apr 1, 2019	no	MEDIA, PA	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Sep 23, 2014	Aug 31, 2015	no	WAYNE, PA\|SAN RAFAEL, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	May 15, 2012	Nov 17, 2014	no	SAN RAFAEL, CA\|WAYNE, PA	Previous registration
TP INVESTMENT ADVISORY SERVICES, LLC	Former SEC adviser	Sep 6, 2011	Nov 30, 2015	no	MEDIA, PA	Previous registration
MOYNAHAN MANAGEMENT COMPANY, INC	n/a	Sep 16, 2010	Sep 13, 2011	no	AVONDALE, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 1, 2008	Sep 14, 2010	no	PENNINGTON\|NEW YORK, NY\|NEW YORK, NY\|PENNINGTON, NJ	Previous registration
VALLEY FORGE ASSET MANAGEMENT, LLC	Former SEC adviser	Feb 9, 2007	Mar 14, 2008	no	WILMINGTON, DE\|WILMINGTON, DE\|KING OF PRUSSIA, PA	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
INR ADVISORY SERVICES, LLC	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Apr 1, 2019	May 29, 2018	-307	Firm change after gap	Other
TP INVESTMENT ADVISORY SERVICES, LLC	FINANCIAL TELESIS, INC.	Nov 30, 2015	May 15, 2012	-1,294	Firm change after gap	Other
GLOBAL RETIREMENT PARTNERS LLC	INR ADVISORY SERVICES, LLC	Aug 31, 2015	Nov 9, 2015	70	Firm change	Other
FINANCIAL TELESIS, INC.	GLOBAL RETIREMENT PARTNERS LLC	Nov 17, 2014	Sep 23, 2014	-55	Firm change after gap	Other
MOYNAHAN MANAGEMENT COMPANY, INC	TP INVESTMENT ADVISORY SERVICES, LLC	Sep 13, 2011	Sep 6, 2011	-7	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MOYNAHAN MANAGEMENT COMPANY, INC	Sep 14, 2010	Sep 16, 2010	2	Firm change	Other
VALLEY FORGE ASSET MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 14, 2008	May 1, 2008	48	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
136996:286002:PA:2019-04-01	Apr 1, 2019	May 29, 2018	MEDIA, PA	Firm change after gap

Relationships

Registered with (8)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
May 29, 2018 to presentfactForm ADV
→ INR ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 9, 2015 to Apr 1, 2019factForm ADV
→ TP INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 6, 2011 to Nov 30, 2015factForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Sep 23, 2014 to Aug 31, 2015factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
May 15, 2012 to Nov 17, 2014factForm ADV
→ MOYNAHAN MANAGEMENT COMPANY, INCRegistered adviserregistration: previous registration
Sep 16, 2010 to Sep 13, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 1, 2008 to Sep 14, 2010factForm ADV
→ VALLEY FORGE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 9, 2007 to Mar 14, 2008factForm ADV

Dated events

No dated event names this entity yet.