DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Cortland Robert Bradbury

Private Client Services, LLCBD affiliatedLouisville, Ky dual registrantIAPD 2471506

Feed of 09/14/2026

Also filed as Cort Bradbury

At current firm

1 y

since May 5, 2025

In the industry

30 y

since May 29, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Private Client Services, LLC BD affiliated current
since May 5, 2025 · Louisville, Ky
Heritage Wealth Partners, LLC former
Nov 15, 2017 to Jul 10, 2025 · Dublin, Oh
LPL Financial LLC BD affiliated
Oct 31, 2014 to Nov 15, 2017 · Dublin, Oh
Principal Securities, Inc. BD affiliated
Jul 27, 2005 to Nov 17, 2014 · Ona, Wv
New England Securities Corporation former
Aug 13, 1999 to May 18, 2005 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

Heritage Wealth Partners, LLC to Private Client Services, LLC
left Jul 10, 2025, registered May 5, 2025 (-66 days) · RIA to affiliated broker-dealer or bank · moved with a team
LPL Financial LLC to Heritage Wealth Partners, LLC
left Nov 15, 2017, registered Nov 15, 2017 (0 days) · RIA to RIA · moved with a team
Principal Securities, Inc. to LPL Financial LLC
left Nov 17, 2014, registered Oct 31, 2014 (-17 days) · Other
New England Securities Corporation to Principal Securities, Inc.
left May 18, 2005, registered Jul 27, 2005 (70 days) · Other

Signals

Cortland Robert Bradbury left Heritage Wealth Partners, Llc for Private Client Services, Llc (registered 2025-05-05)
Jul 10, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address