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RIA / WealthAdvisor34 years in industry

BRADLEY MARK KELLEY

Advisor at SEQUOIA FINANCIAL GROUP, L.L.C.

AKRON, OH | Fargo, ND

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 17, 1999 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: SEQUOIA FINANCIAL GROUP, L.L.C.
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: Jan 29, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 29, 1992
First registration: Sep 17, 1999
Dual registered: no
Other names: BRAD MARK KELLEY
IAPD individual key: 2206247

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
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jul 14, 2025	n/a	yes	AKRON, OH\|Fargo, ND	Current employment
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Sep 27, 2024	Dec 31, 2024	no	Fargo, ND\|AKRON, OH	Previous registration
EIDE BAILLY ADVISORS, LLC	Former SEC adviser	Dec 10, 2003	Feb 19, 2025	no	FARGO, ND\|FARGO, ND	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Sep 9, 2003	Oct 23, 2003	no	FARGO, ND	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 17, 1999	Sep 18, 2003	no	FARGO, ND	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
EIDE BAILLY ADVISORS, LLC	SEQUOIA FINANCIAL GROUP, L.L.C.	Feb 19, 2025	Sep 27, 2024	-145	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	EIDE BAILLY ADVISORS, LLC	Oct 23, 2003	Dec 10, 2003	48	Firm change	Other
CETERA ADVISOR NETWORKS LLC	INVEST FINANCIAL CORPORATION	Sep 18, 2003	Sep 9, 2003	-9	Firm change	Other

Relationships

Registered with (4)

→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Sep 27, 2024 to Dec 31, 2024factForm ADV
→ EIDE BAILLY ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 10, 2003 to Feb 19, 2025factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Sep 9, 2003 to Oct 23, 2003factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 17, 1999 to Sep 18, 2003factForm ADV

Dated events

Occurred
Feb 19, 2025
Advisor changed firm
Bradley Mark Kelley left Eide Bailly Advisors, Llc for Sequoia Financial Group, L.L.C. (registered 2024-09-27)
Form ADVobserved 5 days ago