Bradley Campbell Barclay

Current Employers

Employment History

• 11/2014 → 01/2020
  Retirement Wealth Advisors, Inc.
  Salt Lake City, UT
• 11/2017 → 10/2022
  Beam Lending
  Layton, UT
• 10/2006 → Present
  Comprehensive Financial Group
  Salt Lake City, UT
• 10/1996 → Present
  Bradley C. Barclay, Sole Proprietor
  Salt Lake City, UT
• 03/2015 → 11/2017
  Ascension Mortgage Brokers
  Salt Lake City, UT
• 01/2020 → 03/2025
  Changepath, Llc
  Leawood, KS
• 03/2025 → Present
  Foundations Investment Advisors
  Phoenix, AZ

Previous Registrations

• 2020-02-06 → 2025-03-03
  Creativeone Wealth, Llc
  Salt Lake City, UT
  Overland Park, KS
• 2014-11-05 → 2020-02-05
  Brookstone Wealth Advisors, Llc
  Salt Lake City, UT
• 2014-04-02 → 2014-08-29
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  South Jordan, UT
  Salt Lake City, UT

Other Businesses

1) Comprehensive Financial Group, Inc.; Salt Lake City, UT; Investment Related; Owner; used as a dba/pass through; 0 time spent; Started 10/2006 2)Talon Loans; Ogden, UT; Not-Investment Related; Residential Mortgage Broker; Loan Officer; 10 hours per month spent; 0 hours per month spent during trading hours; Started 11/2017. 3)Bradley C. Barclay, Sole Proprietor; Salt Lake City, UT; Investment Related; Insurance Agent; Fixed Insurance Sales; 160 hours spent per month; 140 hours per month during trading hours; started 10/1996. 4) Elevated Performance & Racing; 512 Sheep Ln #901. Tooele, UT 84074; Not investment- related; Performance Auto Mechanics; Silent Partner/Investor; Fund & analyze projects; Start date: 7/2021; 5 hours spent per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-01
• S63 Uniform Securities Agent State Law Examination
  2000-06-06

Other Names

• Bradley C Barclay
• Brad C Barclay
• Brad C Barclay
• Brad Barclay