Bradley James Lineberger

Current Employers

Employment History

• 07/2011 → Present
  Seaside Wealth Management, Inc
  Carlsbad, CA
• 04/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2012-07-10 → 2016-04-06
  First Allied Advisory Services, Inc.
  Carlsbad, CA
• 2011-07-26 → 2012-07-10
  Southwest Investment Advisors, Inc.
  Carlsbad, CA
  Carlsbad, CA
• 2011-02-11 → 2011-04-07
  First Allied Securities, Inc.
  San Diego, CA
  Carlsbad, CA
• 2008-10-30 → 2011-02-24
  Lpl Financial Llc
  Oceanside, CA
  Carlsbad, CA
• 2008-01-14 → 2008-10-30
  Wfp Securities
  San Diego, CA

Other Businesses

1. Seaside Wealth Management. Investment Related. At Registered Location. RIA. Owner/Founder. 2011. 160 Hrs/Mo; All During Trading Hours. I Own an Investment Advisory Firm that does Financial Planning and Investment Management for clients. 2.Insurance Agent, Investment related-6154 Innovation Way, Carlsbad, CA 92009-Insurance-Broker-2/2011-2 hrs/mth-1 hr during trading hrs-Sells life insurance when appropriate for clients. 3.Teacher at Mira Costa Junior College-Investment related-6154 Innovation Way, Carlsbad, CA 92009-Teaching-Teacher-2/2014-20 hrs/mth-0 during trading hrs-Teaches financial classes at the local community college 4. PKSF-Investment related-80 State St., Albany, NY 12207-Insurance-Insurance Producer-4/2016-2 hrs/mth-100% during trading hrs-Sells fixed insurance products when it fits a client's needs. 5. Innovation, LLC. Not Investment Related. At Registered Location. Real Estate. Owner. 2023. 1 Hr/Mo; All During Trading Hours. Owner of Building for RIA. 6. La Costa Canyon High School Foundation. Not Investment Related. 1 Maverick Way, Carlsbad, CA 92009. Support. Athletic Chair. 1/1/2025. Hrs/month 4 with 0 during trading hours. I am in charge of the sports team liaisons at my sons highschoo. I help them to stay organized and communicate to the parents on each sports team. 7) 3) Teaching Tax PLanning Class & Estate Planning Class, Investment Related, 01/2026, 2 hours per month devoted to OBA, Instructor

Exams

• S66 Uniform Combined State Law Examination
  2007-12-08

Designations