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

TEMPUS WEALTH PLANNING, LLC

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

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jan 10, 2024

First registration

Mar 8, 2024

Dual registered

no

Other names

BRADLEY MICHAEL COTNER|Bradley Cotner

IAPD individual key

7885641

• Occurred

  May 13, 2026
  Advisor changed firm

  Brad Cotner left Strategic Advisers Llc for Tempus Wealth Planning, Llc (registered 2026-04-29)

  Form ADVobserved 6 days ago
• Occurred

  Jul 10, 2025
  Advisor changed firm

  Brad Cotner left Tamar Securities, Llc for Strategic Advisers Llc (registered 2026-01-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7dae4f49-c102-c809-f52c-1336aec955ac

First observed

Mar 8, 2024

Last observed

Sep 14, 2026 7 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.