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
Robert Andrew Bradford
Certified Financial Planner
Feed of 09/14/2026
At current firm
10 y
since Feb 18, 2016
In the industry
23 y
since Nov 25, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Intrua Financial independent RIA currentsince Feb 18, 2016 · Houston, Tx
- Lucia Capital Group formerApr 9, 2010 to Sep 24, 2015 · San Diego, Ca
- Raymond J. Lucia Companies, Inc. unclassifiedJun 18, 2008 to Oct 20, 2010 · San Diego, Ca
- Wfg Advisors, LP formerJan 4, 2005 to Oct 2, 2007 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Lucia Capital Group to Intrua Financialleft Sep 24, 2015, registered Feb 18, 2016 (147 days) · Other
- Raymond J. Lucia Companies, Inc. to Lucia Capital Groupleft Oct 20, 2010, registered Apr 9, 2010 (-194 days) · Other
- Wfg Advisors, LP to Raymond J. Lucia Companies, Inc.left Oct 2, 2007, registered Jun 18, 2008 (260 days) · Other
Signals
No dated event on this person.
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address