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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)18 years in industry

BRADLEY JAMES LINEBERGER

Advisor at SEASIDE WEALTH MANAGEMENT, INC.

CARLSBAD, CA

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Search this name across graphsid dfx:ria:51d92b8f-c41c-a158-37a9-2bfde576d69c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 14, 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: SEASIDE WEALTH MANAGEMENT, INC.
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: Dec 8, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Dec 8, 2007
First registration: Jan 14, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 5280019

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
SEASIDE WEALTH MANAGEMENT, INC.	Independent wealth	Sep 11, 2015	n/a	yes	CARLSBAD, CA	Current employment
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 10, 2012	Apr 6, 2016	no	CARLSBAD, CA	Previous registration
SOUTHWEST INVESTMENT ADVISORS, INC.	Former SEC adviser	Jul 26, 2011	Jul 10, 2012	no	CARLSBAD, CA\|CARLSBAD, CA	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Feb 11, 2011	Apr 7, 2011	no	SAN DIEGO, CA\|CARLSBAD, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 30, 2008	Feb 24, 2011	no	OCEANSIDE, CA\|CARLSBAD, CA	Previous registration
WFP SECURITIES	n/a	Jan 14, 2008	Oct 30, 2008	no	SAN DIEGO, CA	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
FIRST ALLIED ADVISORY SERVICES, INC.	SEASIDE WEALTH MANAGEMENT, INC.	Apr 6, 2016	Sep 11, 2015	-208	Firm change after gap	Other
SOUTHWEST INVESTMENT ADVISORS, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 10, 2012	Jul 10, 2012	0	Firm change	Other
FIRST ALLIED SECURITIES, INC.	SOUTHWEST INVESTMENT ADVISORS, INC.	Apr 7, 2011	Jul 26, 2011	110	Firm change	Other
LPL FINANCIAL LLC	FIRST ALLIED SECURITIES, INC.	Feb 24, 2011	Feb 11, 2011	-13	Firm change	Other
WFP SECURITIES	LPL FINANCIAL LLC	Oct 30, 2008	Oct 30, 2008	0	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
137888:271039:CA:2016-04-06	Apr 6, 2016	Sep 11, 2015	CARLSBAD, CA	Firm change after gap

Relationships

Registered with (6)

→ SEASIDE WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Sep 11, 2015 to presentfactForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 10, 2012 to Apr 6, 2016factForm ADV
→ SOUTHWEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jul 26, 2011 to Jul 10, 2012factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Feb 11, 2011 to Apr 7, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 30, 2008 to Feb 24, 2011factForm ADV
→ WFP SECURITIESRegistered adviserregistration: previous registration
Jan 14, 2008 to Oct 30, 2008factForm ADV

Dated events

No dated event names this entity yet.