Kevin Gerard Bradley

Current Employers

Employment History

• 05/1998 → 09/2025
  Avantax Investment Services, Inc.
  Silver Spring, MD
• 10/1999 → 09/2025
  Avantax Advisory Services
  Silver Spring, MD
• 12/2000 → 09/2025
  Avantax Insurance Agency, Llc
  Silver Spring, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Silver Spring, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-10-27 → 2025-09-05
  Avantax Advisory Services
  Rockville, MD

Other Businesses

1) Rockville Parks and Recreation Found 416 Hungerford Dr., Ste 233 Rockville MD 20850 Other Treasurer/Comptroller 4/1/2008~3hrs~0hrs~treasurer and BOD member of a 501 (C)(3) organization that funds recreational activities. 2) Bradley Wealth Management, LLC 416 Hungerford Dr, Suite 233 Rockville MD 20850 Tax Preparation/Accounting Owner/Sole Proprietor~1/1/1996~160hrs~160hrs~owner and business manager0 Full service accounting practice. 3) Bourne, Painter, & Bradley, PC 12069 Tech Road Silver Spring MD 20904 Accounting Partner/General Partner 7/1/2013~40hrs~0hrs~Partner on audits, reviews, and compilations 4) Norberg, Davis, Bourne, & Painter, LLP 12069 Tech Road Silver Spring MD 20904 Tax Preparation/Accounting~Partner/General Partner~7/1/2013~40hrs~0hrs~Tax preparation and tax planning 5) Maryland Association of Certified Public Accountan 918 Dulaney Valley Road Towson Towson MD 21204 Other 7/1/2015~1hrs~1hrs Attend a one hour meeting six times annually. Vote on speakers and topics.| 6)ROCKVILLE PARKS AND RECREATION FOUND POSITION: Board Member NATURE: Volunteer for fundraisers and other charitable activities and vote on items that come up in board meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2008 ADDRESS: 200-B Monroe St, Rockville MD 20850, United States DESCRIPTION: BOD member of a 501 (C)(3) organization that funds recreational activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-16
• S63 Uniform Securities Agent State Law Examination
  1998-06-05

Designations

Other Names

• Kevin Gerard Bradley