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
Bradford Cecil Clinard
Certified Financial Planner
Feed of 09/14/2026
Also filed as Brad C. Clinard
At current firm
8 y
since Sep 21, 2017
In the industry
16 y
since Apr 30, 2010 (earliest exam, job or registration)
Prior registered firms
2
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Newedge Advisors BD affiliated currentsince Sep 21, 2017 · New Orleans, La
- Wells Fargo Advisors wirehouseApr 22, 2016 to Sep 25, 2017 · High Point, Nc
- Wells Fargo Advisors wirehouseMay 3, 2010 to Apr 22, 2016 · High Point, Nc
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Newedge Advisorsleft Sep 25, 2017, registered Sep 21, 2017 (-4 days) · Other · moved with a team
- Wells Fargo Advisors to Wells Fargo Advisorsleft Apr 22, 2016, registered Apr 22, 2016 (0 days) · channel change inside one enterprise, not a move · moved with a team
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address