Bradley Thomas Vineyard

Employer firm

Astra Wealth Management Group CRD 326006

$1.57B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Plano, TX
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 05/2019 → 05/2023
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX
• 05/2023 → Present
  Tyche Wealth Partners Llc Dba Astra Wealth Management Group
  Plano, TX

Previous Registrations

• 2019-05-16 → 2023-05-24
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX
• 2007-09-21 → 2019-05-16
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 2000-09-05 → 2007-09-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
  Plano, TX

Other Businesses

TRUSTEE FOR PARENTS TRUSTS; INVESTMENT RELATED; MIDLAND, TX; START DATE 11/1/2008; 1 HR MONTH; 0 HRS DURING BUSINESS HOURS. T TIMES THREE, LLC; NOT INVESTMENT RELATED; ALLEN, TX; 100% OWNERSHIP; START DATE 05/20/2019; NUMBER OF HOURS PER MONTH 40; NUMBER OF HOURS DURING TRADING 40; MANAGING MEMBER. TRUSTEE OF 401K PLAN; INV. RELATED; ALLEN,TX; TRUSTEE; START DATE 10/6/2020. SCOTT VINEYARD LAKEHOUSE, LLC, INVT RELATED, GUN BARRELL CITY, TX, 50% OWNERSHIP WITH SPOUSE, START DATE 10/1/2022, 0 HRS PER MONTH, 0 HRS DURING TRADING, FOR PRIVATE LAKE HOUSE.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-01

Designations

• Certified Financial Planner

Other Names

• Brad Thomas Vineyard
• Bradley Thomas Vineyard