RIA Intelligence

Professional profile

LINKEDIN.COM/IN/J-BRAD-M••••••••-383A2520/***reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• W••••••••• P••••••• independent RIA current
  since Feb 18, 2020 · Omaha, Ne
• W••••••••• P••••••• former
  Mar 6, 2014 to Jul 10, 2020 · Omaha, Ne
• E•••••••• A•••••••• L•• national BD
  Feb 1, 2007 to Feb 28, 2014 · Bayonne, Nj
• L•• F•••••••• L•• BD affiliated
  Dec 1, 2005 to Feb 9, 2007 · Caldwell, Nj
• I••• S••••••••• I••• unclassified
  Jul 21, 2003 to Jan 12, 2006 · Elizabeth, Nj

• W••••••••• P••••••• to W••••••••• P•••••••
  left Jul 10, 2020, registered Feb 18, 2020 (-143 days) · corporate re-registration, not a move
• E•••••••• A•••••••• L•• to W••••••••• P•••••••
  left Feb 28, 2014, registered Mar 6, 2014 (6 days) · Other
• L•• F•••••••• L•• to E•••••••• A•••••••• L••
  left Feb 9, 2007, registered Feb 1, 2007 (-8 days) · Other
• I••• S••••••••• I••• to L•• F•••••••• L••
  left Jan 12, 2006, registered Dec 1, 2005 (-42 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

32derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address