Bradley Sheldon Morris

Current Employers

Employment History

• 03/2002 → 12/2017
  Waddell & Reed Inc
  Oakbrook Terrace, IL
• 06/2002 → 12/2017
  Various Insurance Carriers For W & R Insurance Agencies
  Aurora, IL
• 12/2017 → Present
  Lpl Financial, Llc
  Oak Brook, IL
• 12/2017 → 01/2018
  Good Life Advisors, Llc
  Wyomssing, PA
• 01/2018 → Present
  Pcg Wealth Advisors, Llc (Dba: Pcg Wealth Management)
  Oak Brook, IL

Previous Registrations

• 2017-12-15 → 2018-01-04
  Good Life Advisors, Llc
  Westchester, IL
  Celebration, FL
• 2006-05-12 → 2017-12-07
  Waddell & Reed
  Savage, MN
  Oak Brook Terrace, IL
• 2002-06-04 → 2005-11-29
  Waddell & Reed
  Oak Brook, IL

Other Businesses

1. 12/4/17-INSURANCE DESIGNERS OF KANSAS CITY/NON-VARIABLE INSURANCE/ Inv Rel/ At Rep Bus Loc(s)/4 hrs a mth/1 hr during trading 2. 12/4/17-Crump -Non-Variable Insurance-INV REL-At Rep Bus Loc(s)-Started 11/10/17-8 hrs a mth/1 hr during trading 3. 12/4/17-ASSOCIATES OF CLIFTON PARK- NON-VARIABLE INSURANCE- INV REL-At Rep Bus Loc(s)-Started 11/15/17-1 hr a mth/0 hrs during trading 4. 1/5/18 - PCG Wealth Management - Inv Rel- At Rep Bus Loc(s)- Registered Investment Advisor DBA - Started 12/4/17 - 30 Hrs a Mth/ During Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 120 hours per month on this activity. Please see the Form ADV? 5. 9/7/23 - PCG Wealth Advisors, LLC - Inv Rel- At Rep Bus Loc(s)- Registered Investment Advisor Hybrid- Started 1/5/18- 66 Hrs a Mth/5 Hrs During Trading- I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 66 hours per month on this activity. Please see the Form ADV? 6. 1/13/25 - Flash Financial, LLC- Tax Prep/Accounting/CPA- Inv Rel - Home Based- Started10/21/19 - 15 Hrs/Mth/1 Hr During Trading 7. 1/13/25- Bradley Morris Financial, LTD- Not Inv Rel- Business Entity For Tax/Investment Purposes Only-Home Based-Started 9/1/06- 20 Hrs/Mth/0 Hrs During Trading 8. 1/13/25- FLASH FINANCIAL, LLC.- Third Party Administrator (TPA)- Inv Rel-Home Based-Started 8/22/19- 5 Hrs/Mth/1 Hr During Trading 9. 1/13/25- PCG Wealth Management- Inv Rel- DBA for LPL Business (entity for LPL business)- At Rep Bus Loc(s)-Started 12/4/17 -160 Hrs/Mth/4 Hrs During Trading 10. 1/14/25-PCG Wealth Management-Inv Rel- Registered Investment Advisor DBA -At Rep Bus Loc(s)- Started 12/4/17- 160 Hrs/Mth/30 Hrs During Trading-I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV?

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-03
• S63 Uniform Securities Agent State Law Examination
  2002-05-28

Designations

Other Names

• Brad Morris
• Bradley Morris