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RIA / WealthAdvisorCertified Financial Planner19 years in industry

BRADLEY AARON SAYRE

Advisor at SHARED VISION WEALTH GROUP

CARLSBAD, CA

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Search this name across graphsid dfx:ria:e800078e-283f-8a64-8a51-a3419d8666da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2007 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: SHARED VISION WEALTH GROUP
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 15, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 15, 2007
First registration: Mar 23, 2007
Dual registered: no
Other names: BRADLEY A SAYRE
IAPD individual key: 5278579

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
SHARED VISION WEALTH GROUP	Independent wealth	Jun 19, 2023	n/a	yes	CARLSBAD, CA	Current employment
NORTHWEST ASSET MANAGEMENT	Independent wealth	Mar 19, 2020	Sep 22, 2023	no	MERCER ISLAND, WA\|CARLSBAD, CA	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Apr 8, 2020	no	SAN ANTONIO, TX\|CARLSBAD, CA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	May 22, 2014	Jan 8, 2018	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	May 16, 2014	no	SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO,, CA\|SAN DIEGO, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 13, 2011	Oct 1, 2012	no	SOLANA BEACH, CA\|DEL MAR, CA\|SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
EDWARD JONES	National bd RIA	Mar 23, 2007	May 11, 2011	no	LA JOLLA, CA\|ST LOUIS, MO\|SAN DIEGO, CA\|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
NORTHWEST ASSET MANAGEMENT	SHARED VISION WEALTH GROUP	Sep 22, 2023	Jun 19, 2023	-95	Firm change after gap	RIA to new firm
USAA INVESTMENT SERVICES COMPANY	NORTHWEST ASSET MANAGEMENT	Apr 8, 2020	Mar 19, 2020	-20	Firm change	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	USAA FINANCIAL PLANNING SERVICES	May 16, 2014	May 22, 2014	6	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
EDWARD JONES	CHASE INVESTMENT SERVICES CORP.	May 11, 2011	May 13, 2011	2	Firm change	Other

Relationships

Registered with (7)

→ SHARED VISION WEALTH GROUPRegistered adviserregistration: current employment
Jun 19, 2023 to presentfactForm ADV
→ NORTHWEST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Mar 19, 2020 to Sep 22, 2023factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Apr 8, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
May 22, 2014 to Jan 8, 2018factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to May 16, 2014factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 13, 2011 to Oct 1, 2012factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 23, 2007 to May 11, 2011factForm ADV

Dated events

Occurred
Sep 22, 2023
Advisor changed firm
Bradley Aaron Sayre left Northwest Asset Management for Shared Vision Wealth Group (registered 2023-06-19)
Form ADVobserved 4 days ago