Bradley Patrick Konawalik

Current Employers

Employment History

• 02/2011 → 03/2017
  Metlife Securities Inc
  Charlotte, NC
• 07/2016 → 03/2023
  Massmutual Life Insurance Company
  Concord, NC
• 03/2017 → 03/2023
  Mml Investors Services, Llc
  Concord, NC
• 03/2023 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 03/2023 → Present
  Hornor, Townsend & Kent, Llc
  Horsham, PA

Previous Registrations

• 2017-03-25 → 2023-04-05
  Mml Investors Services, Llc
  Charlotte, NC
  Charlotte, NC
  Monroe, NC
• 2011-02-17 → 2017-03-25
  Msi Financial Services, Inc.
  Charlotte, NC
  Salisbury, NC
• 2009-06-26 → 2011-02-16
  Securian Financial Services, Inc.
  Charlotte, NC
• 2003-07-07 → 2009-06-16
  Ameriprise Financial Services, Llc
  Center Valley, PA
  Allentown, PA

Other Businesses

1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME:EMPIRE WEALTH STRATEGIES | POSITION HELD: FINANCIAL ADVISOR, SALES SPECIALIST, POSITION: EMPLOYEE/AGENT AGENT | ADDRESS: 57 UNION ST S, SUITE 1247, CONCORD, NC 28025 | START DATE: 2/22/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS IN ADDTION SALES SPECIALIST WITH RECRUITING AND ADVISOR COACHING DUTIES, AS WELL AS A FINANCIAL ADVISOR WITH DUTIES TO ACQUIRE, PROVIDE FINANCIAL CONSULTATION AND ADVICE, SELL AND SERVICE INSURANCE AND INVESTMENTS. 2) MANAGING PARTNER, FINANCIAL ADVISOR POSITION: Agent, DBA ADVISOR PARTNER GROUP, NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 03/23/2023 ADDRESS: 57 Union St S, Ste 1247, Concord NC 28025, United States DESCRIPTION: New DBA in partnership with Empire Wealth Strategies, Penn Mutual and HTK.I will be a Managing Partner with the DBA, a sales specialist with recruiting and advisor coaching duties with Advisor Partner Group and through Empire Wealth Strategies, as well as a financial advisor with duties to acquire, provide financial consultation and advice, sell and service insurance and investments. 3) FIXED INSURANCE BROKER POSITION: Agent, DBA GP AGENCY NATURE: Life Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/23/2023 ADDRESS: 7000 Six Forks Rd, Suite 103, Raleigh NC 27615, United States DESCRIPTION: Outside carrier fixed life, DI, LTC, and group benefits for options for clients as we review insurance product needs for purchase. Individuals, families, and business owner products. 4) FINANCIAL ADVISOR | DBA: Elevate Financial Group | POSITION: Agent | NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2025 | ADDRESS: 57 Union St S, Concord NC 28025 | DESCRIPTION: DBA for financial advising practice. Investment, insurance, financial planning 5)COACHING | POSITION: EMPLOYEE | NATURE: HIGH SCHOOL JV SOCCER COACHING | INVESTMENT RELATED: NO | NUMBER OF HOURS: 20 | SECURITIES TRADING HOURS: 5 | START DATE: 08/06/2026 | ADDRESS: 5801 POPLAR TENT RD, CONCORD NC 28027 | DESCRIPTION: COACHING SOCCER PRACTICES AND GAMES FOR FRESHMAN AND SOPHOMORE STUDENTS.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-10

Other Names

• Bradley P Konawalik
• Brad Konawalik
• Bradley Konawalik