Bradley Richard Wells

Current Employers

Employment History

• 08/2011 → 01/2020
  American United Life
  Indianapolis, IN
• 08/2011 → 01/2020
  Oneamerica Securities
  Indianapolis, IN
• 03/2020 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 02/2020 → 02/2020
  Unemployed
  Indianapolis, IN
• 04/2020 → 12/2021
  Bank Of America, N.A.
  Indianapolis, IN
• 01/2022 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2020-05-26 → 2021-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sawyer, MI
  Indianapolis, IN
  New York, NY
  Siesta Key, FL

Other Businesses

SHEPHERD FINANCIAL, LLC POSITION: Client Relationship Consultant NATURE: Retirement Plan Consulting and Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 12/01/2021 ADDRESS: 111 Congressional Blvd Suite 100, Carmel IN 46032, United States DESCRIPTION: Responsible for client service to retirement plan clients. SHEPHERD FINANCIAL, LLC - INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2021 ADDRESS: 111 Congressional Boulevard, Suite 100, Carmel IN 46032, United States DESCRIPTION: Sales and service of insurance products

Exams

• S66 Uniform Combined State Law Examination
  2020-05-23
• S63 Uniform Securities Agent State Law Examination
  2017-11-27