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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Bradley Thomas

Advisor at MIDWEST CAPITAL ADVISORS, LLC

GRAND RAPIDS, MI

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:608b4e38-98a7-e45c-a96a-55928ba7e52b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 16, 2019 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: MIDWEST CAPITAL ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 14, 2019
First registration: Sep 16, 2019
Dual registered: no
Other names: BRADLEY JACOB THOMAS|Brad Thomas
IAPD individual key: 7146147

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
MIDWEST CAPITAL ADVISORS, LLC	Mixed wealth	Aug 26, 2025	n/a	yes	GRAND RAPIDS, MI	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 18, 2023	Jul 9, 2025	no	Birmingham, MI\|Chicago, IL\|Grand Rapids, MI\|Grand Rapids, MI\|Comstock Park, MI	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 24, 2021	Apr 3, 2023	no	Grand Rapids, MI	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 16, 2019	Dec 31, 2020	no	San Diego, CA\|Grandville, MI	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 16, 2019	Jan 11, 2021	no	SAN DIEGO, CA\|Grand Rapids, MI	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
J.P. MORGAN SECURITIES LLC	MIDWEST CAPITAL ADVISORS, LLC	Jul 9, 2025	Aug 26, 2025	48	Firm change	Wirehouse to RIA
CHARLES SCHWAB & CO., INC.	J.P. MORGAN SECURITIES LLC	Apr 3, 2023	Apr 18, 2023	15	Firm change	Ibd to wirehouse
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Jan 11, 2021	Jun 24, 2021	164	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Sep 16, 2019	-472	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
5393:79:MI:2023-04-03	Apr 3, 2023	Apr 18, 2023	GRAND RAPIDS, MI	Firm change

Relationships

Registered with (5)

→ MIDWEST CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Aug 26, 2025 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 18, 2023 to Jul 9, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 24, 2021 to Apr 3, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 16, 2019 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 16, 2019 to Dec 31, 2020factForm ADV

Dated events

Occurred
Jul 9, 2025
Advisor changed firm
Bradley Thomas left J.P. Morgan Securities Llc for Midwest Capital Advisors, Llc (registered 2025-08-26)
Form ADVobserved 5 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Bradley Thomas left Charles Schwab & Co., Inc. for J.P. Morgan Securities Llc (registered 2023-04-18)
Form ADVobserved 5 days ago