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Bradley Aaron Sayre

Shared Vision Wealth Group

Carlsbad, CA

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Current Employers
Shared Vision Wealth Group

Carlsbad, CA • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2023-06-28
TX RA APPROVED 2023-06-28
CA RA APPROVED 2023-06-19
  • HI RA
    APPROVED
    Since 2023-06-28
  • TX RA
    APPROVED
    Since 2023-06-28
  • CA RA
    APPROVED
    Since 2023-06-19

Branch Locations

Carlsbad, CA • 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
Usaa Financial Planning Services San Diego CA 05/2014 03/2020
Usaa Financial Advisors, Inc. San Diego CA 05/2014 03/2020
Usaa Investment Management Company San Diego CA 01/2018 03/2020
Northwest Asset Management Mercer Island WA 03/2020 09/2023
Shared Vision Wealth Group Carlsbad CA 06/2023 Present
  • 05/2014 → 03/2020
    Usaa Financial Planning Services
    San Diego, CA
  • 05/2014 → 03/2020
    Usaa Financial Advisors, Inc.
    San Diego, CA
  • 01/2018 → 03/2020
    Usaa Investment Management Company
    San Diego, CA
  • 03/2020 → 09/2023
    Northwest Asset Management
    Mercer Island, WA
  • 06/2023 → Present
    Shared Vision Wealth Group
    Carlsbad, CA
Previous Registrations
  • 2020-03-19 → 2023-09-22
    Northwest Asset Management
    Mercer Island, WA
    Carlsbad, CA
  • 2018-01-08 → 2020-04-08
    Usaa Investment Services Company
    San Antonio, TX
    Carlsbad, CA
  • 2014-05-22 → 2018-01-08
    Usaa Financial Planning Services
    San Diego, CA
    San Diego, CA
  • 2012-10-01 → 2014-05-16
    J.P. Morgan Securities Llc
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego,, CA
    San Diego, CA
  • 2011-05-13 → 2012-10-01
    Chase Investment Services Corp.
    Solana Beach, CA
    Del Mar, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2007-03-23 → 2011-05-11
    Edward Jones
    La Jolla, CA
    St Louis, MO
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-15
  • S66 Uniform Combined State Law Examination
    2007-03-15
Designations
Other Names
  • Bradley A Sayre

View on SEC IAPD

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