DFX Intelligence

Data Factory

RIA / WealthAdvisor26 years in industry

JOHN BRADLEY WILSON

Advisor at CETERA PLANNING PARTNERS

LEAWOOD, KS | CYPRESS, TX

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:f932bdf4-ef1e-2353-c3f5-61946830ef0a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 25, 1999 to Sep 15, 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: CETERA PLANNING PARTNERS
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: Oct 16, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Oct 16, 1999
First registration: Oct 25, 1999
Dual registered: no
Other names: John Bradley Wilson|BRAD WILSON
IAPD individual key: 4029029

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
CETERA PLANNING PARTNERS	Independent wealth	Jan 7, 2026	n/a	yes	LEAWOOD, KS\|CYPRESS, TX	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 31, 2023	Dec 22, 2025	no	Houston, TX	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 30, 2018	Sep 11, 2023	no	Houston, TX	Previous registration
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Sep 1, 2016	Nov 6, 2018	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Dec 20, 2010	Nov 2, 2016	no	WORDEN, IL\|HOUSTON, TX\|OVERLAND PARK, KS\|HOUSTON, TX\|HOUSTON, TX\|OVERLAND PARK, KS\|HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 1, 2002	Jan 3, 2011	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	Oct 25, 1999	Oct 2, 2002	no	HOUSTON, TX	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CETERA PLANNING PARTNERS	Dec 22, 2025	Jan 7, 2026	16	Firm change	Ibd to RIA
AVANTAX ADVISORY SERVICES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Sep 11, 2023	Aug 31, 2023	-11	Firm change	Ibd to ibd
SUMMIT FINANCIAL GROUP INC	AVANTAX ADVISORY SERVICES	Nov 6, 2018	Oct 30, 2018	-7	Firm change	Ibd to ibd
VSR ADVISORY SERVICES	SUMMIT FINANCIAL GROUP INC	Nov 2, 2016	Sep 1, 2016	-62	Channel change	Other
LPL FINANCIAL LLC	VSR ADVISORY SERVICES	Jan 3, 2011	Dec 20, 2010	-14	Firm change	Other
OSAIC FA, INC.	LPL FINANCIAL LLC	Oct 2, 2002	Oct 1, 2002	-1	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
149018:129625:TX:2025-12-22	Dec 22, 2025	Jan 7, 2026	HOUSTON, TX	Firm change
104556:149018:TX:2023-09-11	Sep 11, 2023	Aug 31, 2023	HOUSTON, TX	Firm change
109485:104556:TX:2018-11-05	Nov 6, 2018	Oct 30, 2018	HOUSTON, TX	Firm change
14503:109485:TX:2016-11-02	Nov 2, 2016	Sep 1, 2016	HOUSTON, TX	Firm change after gap

Relationships

Registered with (7)

→ CETERA PLANNING PARTNERSRegistered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 31, 2023 to Dec 22, 2025factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 30, 2018 to Sep 11, 2023factForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Sep 1, 2016 to Nov 6, 2018factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 20, 2010 to Nov 2, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 1, 2002 to Jan 3, 2011factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 25, 1999 to Oct 2, 2002factForm ADV

Dated events

Occurred
Dec 22, 2025
Advisor changed firm
John Bradley Wilson left Raymond James Financial Services Advisors, Inc for Cetera Planning Partners (registered 2026-01-07)
Form ADVobserved 4 days ago
Occurred
Sep 11, 2023
Advisor changed firm
John Bradley Wilson left Avantax Advisory Services for Raymond James Financial Services Advisors, Inc (registered 2023-08-31)
Form ADVobserved 4 days ago