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Brian David Bradberry

Fisher Investments

Plano, TX

Tampa, FL

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-30
TX RA APPROVED_RES 2023-06-21
  • FL RA
    APPROVED
    Since 2023-06-30
  • TX RA
    APPROVED_RES
    Since 2023-06-21

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3405 W Martin L King Jr. Blvd Suite 300, Tampa, FL 33607 • 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
Morgan Stanley Private Bank, N.A. New York NY 01/2015 04/2019
Morgan Stanley Temple Terrace FL 06/2008 04/2019
Suntrust Investment Services, Inc. Atlanta GA 05/2019 06/2023
Suntrust Advisory Services, Inc. Atlanta GA 05/2019 06/2023
Fisher Investments Tampa FL 06/2023 Present
  • 01/2015 → 04/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2008 → 04/2019
    Morgan Stanley
    Temple Terrace, FL
  • 05/2019 → 06/2023
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 05/2019 → 06/2023
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 06/2023 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
  • 2019-05-07 → 2023-06-15
    Truist Advisory Services, Inc.
    Palm Harbor, FL
    Lutz, FL
  • 2009-06-01 → 2019-05-06
    Morgan Stanley
    Tampa, FL
    Tampa, FL
    South Jordan, UT
    South Jordan, UT
    Tampa, FL
  • 2008-12-09 → 2009-06-01
    Morgan Stanley & Co. Llc
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-02
  • S66 Uniform Combined State Law Examination
    2008-12-02
Other Names
  • Brian D Bradberry

View on SEC IAPD

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