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
Sandra Bradley Carlson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Sandra Denise Bradley
At current firm
2 y
since May 3, 2024
In the industry
24 y
since May 20, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Waverly Advisors, LLC independent RIA currentsince May 3, 2024 · Charlotte, Nc
- Mcshane Partners formerNov 26, 2013 to Dec 19, 2024 · Charlotte, Nc
- Amb Wealth, LLC independent RIANov 28, 2006 to Nov 26, 2013 · Thomasville, Ga
- Symphonic Financial Advisors LLC formerMar 10, 2006 to Aug 4, 2006 · New York, Ny
- Synovus Securities, Inc. BD affiliatedFeb 21, 2003 to May 17, 2004 · Columbus, Ga
Moves
a registration end followed by a registration begin elsewhere
- Mcshane Partners to Waverly Advisors, LLCleft Dec 19, 2024, registered May 3, 2024 (-230 days) · RIA to RIA · moved with a team
- Amb Wealth, LLC to Mcshane Partnersleft Nov 26, 2013, registered Nov 26, 2013 (0 days) · Other
- Symphonic Financial Advisors LLC to Amb Wealth, LLCleft Aug 4, 2006, registered Nov 28, 2006 (116 days) · Other
- Synovus Securities, Inc. to Symphonic Financial Advisors LLCleft May 17, 2004, registered Mar 10, 2006 (662 days) · Other
Signals
- Sandra Bradley Carlson left Mcshane Partners for Waverly Advisors, Llc (registered 2024-05-03)Dec 19, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address