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

Jordan Bradford

Harbour Investments, Inc.independent RIALake Geneva, Widual registrantIAPD 6453150

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jordan Shane Bradford

At current firm

0 y

since Sep 22, 2025

In the industry

11 y

since Feb 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Harbour Investments, Inc. independent RIA current
since Sep 22, 2025 · Lake Geneva, Wi
Money Concepts Advisory Service BD affiliated
Mar 18, 2025 to Apr 15, 2026 · Lake Geneva, Wi
The Tranel Group, LLC former
Dec 20, 2024 to Jul 8, 2026 · Libertyville, Il
Burkholder Wealth Management independent RIA
Mar 14, 2022 to Nov 1, 2024 · Tulsa, Ok
Money Concepts Advisory Service BD affiliated
Jun 22, 2015 to Mar 7, 2022 · Palm Beach Gardens, Fl

Moves

a registration end followed by a registration begin elsewhere

The Tranel Group, LLC to Money Concepts Advisory Service
left Jul 8, 2026, registered Mar 18, 2025 (-477 days) · Other
Money Concepts Advisory Service to Harbour Investments, Inc.
left Apr 15, 2026, registered Sep 22, 2025 (-205 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Burkholder Wealth Management to The Tranel Group, LLC
left Nov 1, 2024, registered Dec 20, 2024 (49 days) · Other
Money Concepts Advisory Service to Burkholder Wealth Management
left Mar 7, 2022, registered Mar 14, 2022 (7 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Jordan Bradford left The Tranel Group, Llc for Money Concepts Advisory Service (registered 2025-03-18)
Jul 8, 2026 · Advisor changed firm · fact
Jordan Bradford left Money Concepts Advisory Service for Harbour Investments, Inc. (registered 2025-09-22)
Apr 15, 2026 · Advisor changed firm · fact
Jordan Bradford left Burkholder Wealth Management for The Tranel Group, Llc (registered 2024-12-20)
Nov 1, 2024 · Advisor changed firm · fact
Jordan Bradford left Money Concepts Advisory Service for Burkholder Wealth Management (registered 2022-03-14)
Mar 7, 2022 · 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address