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Current Employers
Arax Advisory Partners

10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-01
  • MI RA
    APPROVED
    Since 2026-08-01

Branch Locations

10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States

40705 Woodward Ave. Suite 100, Bloomfield Hills, MI 48304 • United States

Transcend Capital Advisors, Llc

7 Giralda Farms Suite 300, Madison, NJ 07940 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-10-29
  • MI RA
    APPROVED
    Since 2021-10-29

Branch Locations

7 Giralda Farms Suite 300, Madison, NJ 07940 • United States

40705 Woodward Avenue Suite 100, Bloomfield Hills, MI 48304 • 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
Ubs Financial Services Inc. Troy MI 03/2012 10/2021
Transcend Capital Advisors, Llc Bloomfield Hills MI 10/2021 07/2026
Purshe Kaplan Sterling Investments, Inc. Bloomfield Hills MI 10/2021 Present
Transcend Capital Insurance Services Bloomfield Hills MI 10/2021 Present
Arax Advisory Partners Bloomfield Hills MI 08/2026 Present
Previous Registrations
Other Businesses

1) Mr. Vannelli is dually-registered with Arax Advisory Partners and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Mr. Vannelli has served as a registered representative with PKS since 10/2021. Business is conducted from the Registered Branch Office Location. Approximately 90% of Mr. Vannelli's time is for services as an investment advisor representative and approximately 5% as a registered representative.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-01-04
  • S66 Uniform Combined State Law Examination
    2000-01-04
Other Names
  • Brad Vannelli
  • Bradford Vannelli
  • Bradford S Vannelli

View on SEC IAPD

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