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.
Scott J Bradbury
- Years, as the firm states
- 15reportedbalefirewealth.com“Scott Bradbury, a financial wellness coach with 15 years of experience, works with retirement plan participants and specializes in farm family succession planning and retirement readiness.”
- Professional profile
- balefirewealth.com/team-members/scott-bradburyreportedbalefirewealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Balefire, LLC independent RIA currentsince Jan 11, 2024 · St Louis Park, Mn
- Balefire, LLC independent RIADec 20, 2023 to Dec 31, 2023 · Dallas, Tx
- Principal Securities, Inc. BD affiliatedJan 17, 2014 to Dec 11, 2023 · Lake Elmo, Mn
- Principal Securities, Inc. to Balefire, LLCleft Dec 11, 2023, registered Dec 20, 2023 (9 days) · Affiliated broker-dealer or bank to independent RIA
- Scott J Bradbury left Principal Securities, Inc. for Balefire, Llc (registered 2023-12-20)Dec 11, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address