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 Dale Reeves
Feed of 09/14/2026
At current firm
16 y
since Mar 30, 2010
In the industry
20 y
since Sep 30, 2005 (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, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Charles Schwab & Co., Inc. national BD currentsince Mar 30, 2010 · Austin, Tx
- Westpark Wealth Advisors, Inc. independent RIAMar 2, 2009 to Oct 22, 2009 · Austin, Tx
- Stanford Group Company unclassifiedJan 5, 2009 to Mar 19, 2009 · Austin, Tx
- Chase Investment Services Corp. formerSep 18, 2007 to Jan 15, 2009 · Taylor, Tx
- Edward Jones national BDFeb 9, 2007 to Sep 13, 2007 · Georgetown, Tx
Moves
a registration end followed by a registration begin elsewhere
- Westpark Wealth Advisors, Inc. to Charles Schwab & Co., Inc.left Oct 22, 2009, registered Mar 30, 2010 (159 days) · Other
- Stanford Group Company to Westpark Wealth Advisors, Inc.left Mar 19, 2009, registered Mar 2, 2009 (-17 days) · Other
- Chase Investment Services Corp. to Stanford Group Companyleft Jan 15, 2009, registered Jan 5, 2009 (-10 days) · Other
- Edward Jones to Chase Investment Services Corp.left Sep 13, 2007, registered Sep 18, 2007 (5 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
- National broker-dealer RIAderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address