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

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Apr 9, 2026

First registration

Feb 16, 2024

Dual registered

yes, broker-dealer

Other names

BRAD DOBSON|BRADLEY A DOBSON|BRADLEY ALLEN DOBSON|BRADLEY DOBSON

IAPD individual key

6540242

• Occurred

  Mar 6, 2026
  Advisor changed firm

  Bradley Allen Dobson left Orgel Wealth Management, Llc for Wells Fargo Advisors (registered 2026-05-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5adf0903-827a-2741-33e7-a7f9d8d126e2

First observed

Feb 16, 2024

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.