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Bradley Kirk Nelsen

Osaic Wealth, Inc.

Durham, CT

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-07-19
  • CT RA
    APPROVED
    Since 2024-07-19

Branch Locations

360 Main St Suite E, Durham, CT 06422 • 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
Nylife Distributors Llc Sleepy Hollow NY 04/2015 03/2018
New York Life Insurance Company Sleepy Hollow NY 04/2015 02/2018
Nylife Securities Llc Windsor CT 03/2018 06/2021
New York Life Insurance Company Windsor CT 03/2018 04/2018
New York Life Insurance Co Windsor CT 04/2018 06/2021
Eugene Cohen Insurance Agency Southbury CT 08/2022 Present
Unemployed Selden NY 07/2021 11/2021
Allstate Financial Nesconset NY 12/2021 08/2022
Osaic East Hartford CT 04/2024 Present
  • 04/2015 → 03/2018
    Nylife Distributors Llc
    Sleepy Hollow, NY
  • 04/2015 → 02/2018
    New York Life Insurance Company
    Sleepy Hollow, NY
  • 03/2018 → 06/2021
    Nylife Securities Llc
    Windsor, CT
  • 03/2018 → 04/2018
    New York Life Insurance Company
    Windsor, CT
  • 04/2018 → 06/2021
    New York Life Insurance Co
    Windsor, CT
  • 08/2022 → Present
    Eugene Cohen Insurance Agency
    Southbury, CT
  • 07/2021 → 11/2021
    Unemployed
    Selden, NY
  • 12/2021 → 08/2022
    Allstate Financial
    Nesconset, NY
  • 04/2024 → Present
    Osaic
    East Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-18
S63 Uniform Securities Agent State Law Examination 2012-11-27
  • S65 Uniform Investment Adviser Law Examination
    2024-07-18
  • S63 Uniform Securities Agent State Law Examination
    2012-11-27
Other Names
  • Bradley Nelsen
  • Bradley K Nelsen

View on SEC IAPD

Other Firms

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BROOKSTONE WEALTH ADVISORS, LLC
1.21 GIGAWATTS MANAGEMENT COMPANY LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
SENTINEL ASSET MANAGEMENT, LLC
ARMSTRONG ADVISORY GROUP INC.

Other Investors

David Lawrence MURPHY
RONALD PHILLIP GALLANT
Jacqueline A Ferguson
BRYAN JEROME KOTLARZ
JEFFREY PAUL COUZENS
Richard Claxton
MAGDALENA O'DOHERTY
PATRICK WIILIAM WOODHOUSE

Other Offices

CWM, LLC · Wallingford, CT
BROOKSTONE WEALTH ADVISORS, LLC · Meriden, CT
1.21 GIGAWATTS MANAGEMENT COMPANY LLC · MIDDLETOWN, CT
LPL FINANCIAL LLC · MERIDEN, CT
OSAIC INSTITUTIONS, INC. · MERIDEN, CT
CETERA INVESTMENT ADVISERS LLC · MERIDEN, CT
SENTINEL ASSET MANAGEMENT, LLC · WALLINGFORD, CT
ARMSTRONG ADVISORY GROUP INC. · Wallingford, CT

More in Durham, CT

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