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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason Bradford | Coshocton | OH | 01/2000 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: YES, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, HEALTH, ANNUITIES), POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A REGISTERED REPRESENTATIVE; (2) NAME OF OTHER BUSINESS: JASON R. BRADFORD, CPA LLC., INVESTMENT RELATED: YES, ADDRESS: 224 SOUTH 3RD STREET. COSHOCTON, OH 43812, NATURE OF BUSINESS: CERTIFIED PUBLIC ACCOUNTANT, POSITION/TITLE/RELATIONSHIP: INDIVIDUAL PROPRIETOR, START DATE: 1998 APX NUMBER OF HOURS PER WEEK: 30 HOUR PER WEEK, BRIEF DESCRIPTION OF DUTIES: CPA PRACTICE, TAX PREPARATION FOR INDIVIDUALS AND BUSINESS. FINANCIAL STATEMENT PREPARATION; (3) NAME OF OTHER BUSINESS: BRADFORD FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES; START DATE: 02/2019; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REP / AGENT; APX NUMBER OF HOURS PER WEEK: 24; APX NUMBER OF HOURS DURING TRADING HOURS: 24; BRIEF DESCRIPTION OF DUTIES: INSURANCE AND FINANCIAL SERVICES; (4)NAME OF OTHER BUSINESS: JASON R. BRADFORD ; INVESTMENT RELATED: NO; ADDRESS: 1867 BOARDWALK DR MIRAMAR BEACH, FL 32550 ; NATURE OF BUSINESS: REAL ESTATE RENTAL ; START DATE: 6/2018 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: SHORT TERM RENTAL OF VACATION HOME; (5) NAME OF OTHER BUSINESS: SYNERGY MANAGEMENT GROUP, LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: PARTNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA USED TO PAY BUSINESS EXPENSES;
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