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Carol Patricia Bradley

Private Wealth Management, LLC

Exton, PA

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Current Employers
Private Wealth Management, Llc

600 Eagleview Blvd Suite #300, Exton, PA 19341 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-16
  • PA RA
    APPROVED
    Since 2026-06-16

Branch Locations

600 Eagleview Blvd Suite #300, Exton, PA 19341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc Wayne PA 08/1999 Present
Charles Schwab Bank Wayne PA 06/2005 Present
Private Wealth Management, Llc Chester Springs PA 09/2021 Present
Private Wealth Management, Llc Chester Springs PA 09/2021 Present
Charles Schwab Wayne PA 01/2001 08/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-30
S63 Uniform Securities Agent State Law Examination 2001-01-30
  • S65 Uniform Investment Adviser Law Examination
    2026-05-30
  • S63 Uniform Securities Agent State Law Examination
    2001-01-30
Other Names
  • Carol Patricia Mendoza
  • Carol Patricia Mendoza
  • Carol Patricia Bradley
  • Carol Patricia Mendoza
  • Carol P Mendoza
  • Carol Bradley

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · EXTON, PA
TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA

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