Bradley Paul Parks

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 11/2020
  Ubs Financial Services Iinc
  Chicago, IL
• 11/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Naperville, IL
• 11/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Naperville, IL

Previous Registrations

• 2009-04-24 → 2020-11-23
  Ubs Financial Services Inc.
  Chicago, IL
  Chicago, IL
• 2003-09-30 → 2009-04-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
  Oak Brook, IL

Other Businesses

(1)Name of Business: Mountain Street Advisors, LLC Address: 225 W. Jefferson Ave. Ste. 101, Naperville, IL, 60540, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This LLC was created solely for my independent contractor role with RJFS.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-29

Designations

• Chartered Financial Consultant

Other Names

• Bradley Parks