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
Bradley Keith Sharp
Certified Financial Planner
Feed of 09/14/2026
Also filed as Bradley Keith Sharp
At current firm
9 y
since Feb 6, 2017
In the industry
29 y
since Mar 11, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rwa Wealth Partners independent RIA currentsince Feb 6, 2017 · Boston, Ma
- Polaris Wealth Advisory Group formerFeb 24, 2023 to Nov 8, 2023 · San Rafael, Ca
- Braver Wealth Management, LLC formerNov 18, 2008 to Feb 21, 2017 · Needham, Ma
- Strategic Advisers LLC national BDDec 17, 1997 to Sep 12, 2008 · Boston, Ma
- Fidelity Personal Trust Company, Fsb unclassifiedDec 17, 1997 to Mar 28, 2007 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Polaris Wealth Advisory Group to no registered destinationleft Nov 8, 2023 · Departure, no registered destination
- Braver Wealth Management, LLC to Rwa Wealth Partnersleft Feb 21, 2017, registered Feb 6, 2017 (-15 days) · Other · moved with a team
- Strategic Advisers LLC to Braver Wealth Management, LLCleft Sep 12, 2008, registered Nov 18, 2008 (67 days) · Other
- Fidelity Personal Trust Company, Fsb to Strategic Advisers LLCleft Mar 28, 2007, registered Dec 17, 1997 (-3388 days) · Other
Signals
- Bradley Keith Sharp no longer registered at Polaris Wealth Advisory Group; no later IA registration on IAPDNov 8, 2023 · Advisor departure · 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address