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Bradley Wallace

Infinity Private Wealth

Oklahoma City, OK

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Current Employers
Infinity Private Wealth

499 W Sheridan Ave Suite 1210, Oklahoma City, OK 73102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-22
OK RA APPROVED 2026-01-29
  • TX RA
    APPROVED_RES
    Since 2026-04-22
  • OK RA
    APPROVED
    Since 2026-01-29

Branch Locations

499 W Sheridan Ave Suite 1210, Oklahoma City, OK 73102 • 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
Morgan Stanley Oklahoma City OK 06/2016 09/2018
Morgan Stanley Private Bank, N.A. Oklahoma City OK 08/2016 09/2018
Jpmorgan Securities Llc Oklahoma City OK 01/2022 07/2022
Midfirst Bank Oklahoma City OK 02/2020 01/2022
Caption Management Llc Oklahoma City OK 10/2018 02/2020
Infinity Private Wealth, Llc Oklahoma City OK 11/2025 Present
Stride Bank Wealth Management Oklahoma City OK 07/2022 10/2025
  • 06/2016 → 09/2018
    Morgan Stanley
    Oklahoma City, OK
  • 08/2016 → 09/2018
    Morgan Stanley Private Bank, N.A.
    Oklahoma City, OK
  • 01/2022 → 07/2022
    Jpmorgan Securities Llc
    Oklahoma City, OK
  • 02/2020 → 01/2022
    Midfirst Bank
    Oklahoma City, OK
  • 10/2018 → 02/2020
    Caption Management Llc
    Oklahoma City, OK
  • 11/2025 → Present
    Infinity Private Wealth, Llc
    Oklahoma City, OK
  • 07/2022 → 10/2025
    Stride Bank Wealth Management
    Oklahoma City, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-18
S63 Uniform Securities Agent State Law Examination 2015-12-11
  • S66 Uniform Combined State Law Examination
    2022-02-18
  • S63 Uniform Securities Agent State Law Examination
    2015-12-11
Designations
Other Names
  • Bradley Wallace
  • Bradley G Wallace
  • Bradley Garrett Wallace

View on SEC IAPD

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