RIA Intelligence
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K••• B••••••• T••••••
- Professional profile
- linkedin.com/in/brad-tedrick-cfa%C2%AE-cfp%C2%AE-5241b86reportedadviserinfo.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.
- I••••••••• W••••• C••••••• L•• i••••••••• wealth currentsince Jan 17, 2019 · Carlsbad, Ca
- I••••••••• F•••••••• P••••••• BD affiliatedAug 2, 2011 to Jan 17, 2019 · Carlsbad, Ca
- W••••••••• A••••••• unclassifiedJun 17, 2009 to Aug 22, 2011 · Bonsall, Ca
- L•• F•••••••• L•• BD affiliatedApr 2, 2009 to Dec 21, 2011 · Bonsall, Ca
- N•• A•••••• S•••••••• L•• formerOct 24, 2005 to Apr 1, 2009 · Bonsall, Ca
- O•••• F•• I••• formerMay 16, 2002 to Oct 26, 2005 · Bonsall, Ca
- I••••••••• F•••••••• P••••••• to I••••••••• W••••• C••••••• L••left Jan 17, 2019, registered Jan 17, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- L•• F•••••••• L•• to W••••••••• A•••••••left Dec 21, 2011, registered Jun 17, 2009 (-917 days) · Other
- W••••••••• A••••••• to I••••••••• F•••••••• P•••••••left Aug 22, 2011, registered Aug 2, 2011 (-20 days) · Other
- N•• A•••••• S•••••••• L•• to L•• F•••••••• L••left Apr 1, 2009, registered Apr 2, 2009 (1 days) · Other
- O•••• F•• I••• to N•• A•••••• S•••••••• L••left Oct 26, 2005, registered Oct 24, 2005 (-2 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address