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Current Employers
Bradford Financial Center

119 Central Ave W, Clarion, IA 50525 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-07-14
IA RA APPROVED 2008-12-03
  • NE RA
    APPROVED
    Since 2025-07-14
  • IA RA
    APPROVED
    Since 2008-12-03

Branch Locations

119 Central Ave W, Clarion, IA 50525 • 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
Bradford Financial Center Clarion IA 01/2005 Present
United Planners Financial Services Of America Scottsdale AZ 08/2006 Present
Bradford Group Clarion IA 01/2005 12/2020
Bradford Insurance Clarion IA 01/2009 Present
Weis Services Galt IA 06/2014 Present
Bradford Tax & Accounting Network Clarion IA 01/2015 Present
Joshua And Shallon Weis Galt IA 11/2018 Present
Weis Services Galt IA 06/2014 Present
  • 01/2005 → Present
    Clarion, IA
  • 08/2006 → Present
    United Planners Financial Services Of America
    Scottsdale, AZ
  • 01/2005 → 12/2020
    Bradford Group
    Clarion, IA
  • 01/2009 → Present
    Bradford Insurance
    Clarion, IA
  • 06/2014 → Present
    Weis Services
    Galt, IA
  • 01/2015 → Present
    Bradford Tax & Accounting Network
    Clarion, IA
  • 11/2018 → Present
    Joshua And Shallon Weis
    Galt, IA
  • 06/2014 → Present
    Weis Services
    Galt, IA
Other Businesses

1.) BRADFORD FINANCIAL CENTER - FINANCIAL ADVISOR, REPRESENTATIVE, FINANCIAL PLANNER - REGISTERED INVESTMENT ADVISOR - CLARION, IA - SINCE 01/2005 - INVESTMENT RELATED 2.) BRADFORD INSURANCE - AGENT - INSURANCE SALES AND SERVICE - CLARION, IA - SINCE 01/2009 - INVESTMENT RELATED 3.) BRADFORD TAX & ACCOUNTING NETWORK - CUSTOMER SERVICE - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - CLARION, IA - SINCE 01/2015 - NOT INVESTMENT RELATED 4.) WEIS SERVICES - TRACTOR REPAIR AND SMALL FARM - GALT, IA - SINCE 06/2014 - NOT INVESTMENT RELATED 5.) CITY OF GALT - CITY COUNCIL MEMBER - CITY COUNCIL - GALT, IA - SINCE 11/2016 - NOT INVESTMENT RELATED 6.) JOSHUA AND SHALLON WEIS - LANDLORD - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GALT, IA - SINCE 11/2018 - INVESTMENT RELATED 7.) SJW FINANCIAL SERVICES, LLC - PRESIDENT - LLC NOT HELD OUT TO THE PUBLIC FOR TAX AND PAYMENT OF COMMISSIONS - GALT, IA - SINCE 01/2020 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-20
S63 Uniform Securities Agent State Law Examination 2004-10-18
  • S66 Uniform Combined State Law Examination
    2008-05-20
  • S63 Uniform Securities Agent State Law Examination
    2004-10-18
Other Names
  • Shallon Jean Johnson

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