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
Justin Charles Bradford
Certified Financial Planner
Feed of 09/15/2026
Also filed as Chip Bradford
At current firm
3 y
since Aug 1, 2023
In the industry
23 y
since Oct 4, 2002 (earliest exam, job or registration)
Prior registered firms
6
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
- Newedge Advisors BD affiliated currentsince Aug 1, 2023 · Marietta, Ga
- Independent Advisor Alliance, LLC independent RIAOct 25, 2017 to May 31, 2023 · Charlotte, Nc
- Robert W. Baird & Co. Incorporated mixed wealthJul 15, 2013 to Nov 10, 2017 · Charlotte, Nc
- Captrust Financial Advisors formerOct 21, 2009 to Jul 16, 2013 · Raleigh, Nc
- Wells Fargo Advisors wirehouseFeb 23, 2005 to Oct 16, 2009 · Charlotte, Nc
- Banc Of America Investment Services, Inc. unclassifiedFeb 27, 2003 to Mar 1, 2005 · Raleigh, Nc
- Waddell & Reed formerOct 7, 2002 to Jan 9, 2003 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Independent Advisor Alliance, LLC to Newedge Advisorsleft May 31, 2023, registered Aug 1, 2023 (62 days) · RIA to affiliated broker-dealer or bank
- Robert W. Baird & Co. Incorporated to Independent Advisor Alliance, LLCleft Nov 10, 2017, registered Oct 25, 2017 (-16 days) · Other
- Captrust Financial Advisors to Robert W. Baird & Co. Incorporatedleft Jul 16, 2013, registered Jul 15, 2013 (-1 days) · Other
- Wells Fargo Advisors to Captrust Financial Advisorsleft Oct 16, 2009, registered Oct 21, 2009 (5 days) · Other
- Banc Of America Investment Services, Inc. to Wells Fargo Advisorsleft Mar 1, 2005, registered Feb 23, 2005 (-6 days) · Other
- Waddell & Reed to Banc Of America Investment Services, Inc.left Jan 9, 2003, registered Feb 27, 2003 (49 days) · Other
Signals
- Justin Charles Bradford left Independent Advisor Alliance, Llc for Newedge Advisors (registered 2023-08-01)May 31, 2023 · 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address