Bradley Ryan Stevens

Current Employers

Knight Family Wealth

Naples, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01

FL RA
APPROVED

Since 2025-01-01

Branch Locations

Naples, FL • 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

Organization	City	State	From	To
Jarred Bunch Consulting, Llc	Tampa	FL	03/2016	10/2020
Knight Family Wealth, Llc	Naples	FL	04/2020	Present
Knight Family Wealth, Llc	Naples	FL	08/2020	Present

03/2016 → 10/2020

Jarred Bunch Consulting, Llc

Tampa, FL
04/2020 → Present

Knight Family Wealth, Llc

Naples, FL
08/2020 → Present

Knight Family Wealth, Llc

Naples, FL

Previous Registrations

2016-03-29 → 2020-10-06

Invst, Llc

Tampa, FL

Indianapolis, IN

Naples, FL
2016-02-17 → 2019-12-31

Reliance Wealth & Trust Partners, Llc

Lutz, FL
2012-10-26 → 2014-01-22

Principal Securities, Inc.

Downers Grove, IL

Other Businesses

1. PROPERTY & CASUALTY INSURANCE. SELLING P&C INSURANCE THROUGH VARIOUS CARRIERS. EFFECTIVE DATE - 1/4/2013. 2. INDEPENDENT INSURANCE AGENT. SELLING FIXED LIFE INSURANCE AND HEALTH INSURANCE THROUGH VARIOUS CARRIERS. EFFECTIVE DATE - 1/4/2013. 3. BRS CAPITAL HOLDINGS, LLC - A HOLDING COMPANY FOR VARIOUS INVESTMENTS AS A PASSIVE INVESTOR. EFFECTIVE DATE - 1/26/2017 4. SJ BRS HOLDINGS, LLC - A HOLDING COMPANY FOR VARIOUS INVESTMENTS AS A PASSIVE INVESTOR. EFFECTIVE DATE - 8/27/2018 5. KFW CAPITAL HOLDINGS, LLC - AN ENTITY CREATED FOR TAX PURPOSES. EFFECTIVE DATE - 10/29/2019

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-10-16
S63	Uniform Securities Agent State Law Examination	2012-08-21

S65 Uniform Investment Adviser Law Examination

2012-10-16
S63 Uniform Securities Agent State Law Examination

2012-08-21

Other Names

Brad Stevens

View on SEC IAPD