Bradley Scott Shammas

Current Employers

Employment History

• 11/2010 → 10/2016
  Conaway And Conaway
  Tustin, CA
• 08/2016 → Present
  Iwm Financial, Inc
  Tustin, CA
• 10/2016 → 11/2016
  Sii
  Gold River, CA
• 11/2016 → Present
  Creativeone Securities, Llc Formerly Client One Securities, Llc
  Overland Park, KS

Previous Registrations

• 2016-10-14 → 2016-11-17
  Signator Investors, Inc.
  Gold River, CA

Other Businesses

1.) IWM Financial, Inc; Investment-Related; 151 Yorba Street, Ste 200B, Tustin, CA 92780; Agent; Fixed and Indexed Annuities, Life Insurance; Agent; 10/2018; 50 hrs/mo; 50 hrs/mo; Sales and Service. 2.) Associates Financial Group; Investment-Related; 7395 E Orchard Rd, Greenwood Village, CO 80111; Financial Services; Registered Advisor; 10/2018; 50 hrs/mo; 50 hrs/mo; 401(K) Qualified Plan Consulting and Solicitation. 3.) Estate Planning Team; Investment-Related; 45110 Club Dr, Ste B, Indian Wells, CA 92210; 1031 Exchange Alternative; CFP; 01/2020; 10 hrs/mo; 10 hrs/mo; Financial planning recommendations to clients. 4.) Financial Planning Association of Orange County; not investment related; 2549-B Eastbluff Drive #220 Newport Beach, CA 92660-3500; Membership organization; President elect; 01/2024; 8-10 hrs/mo; >1 hr/mo 5.) Association of Financial Consultants; not investment related; 710 W. New Hampshire Ave. DeLand, FL 32720; Mailhouse and Marketing; Financial Advisor; 01/2024; 0 hrs/mo; 0 hrs/mo; Promote financial lteracy through free education workshops

Exams

• S66 Uniform Combined State Law Examination
  2016-06-24

Designations