Bradley Robert Fugate

Current Employers

Employment History

• 01/2016 → 07/2017
  Gf Investment Services, Llc
  Sarasota, FL
• 08/2014 → Present
  Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
  Knoxville, TN
• 03/2016 → 07/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 10/2016 → Present
  Retirement Financial Solutions D/B/A Blue Ridge Wealth Planners
  Knoxville, TN
• 07/2017 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Previous Registrations

• 2016-03-29 → 2017-07-17
  Global Financial Private Capital, Inc.
  Knoxville, TN
  Sarasota, FL

Other Businesses

1)Cogdill One, LLC - Member/Owner. 12/2016 - Present. Cogdill One, LLC owns real estate which includes a commercial building located at 9725 Cogdill Road, Knoxville, TN 37932. Ownership interest in property is 33.3%. Not investment-related. Duties include finding and managing tenants and working on building improvements. 10 hours/month spent on this activity.10 hours/month during trading hours. 2)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725 COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:MANAGING DIRECTOR; START DATE:08/2014; HOURS/MONTH:180; TRADING HOURS/MONTH:ALL; DUTIES:MANAGEMENT, MARKETING, BUSINESS DEVELOPMENT, COMPLIANCE. 3)NAME: O YOUTH; INV RELATED:NO; ADDRESS:10836 CARMICHAEL ROAD KNOXVILLE, TN 37932; NATURE:BAND; POSITION:SINGER/SONGWRITER, FOUNDER; START DATE:03/2010; HOURS/MONTH:0-30; TRADING HOURS/MONTH:0; DUTIES:I WRITE, RECORD, AND PERFORM SONGS.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-29

Other Names

• Brad Fugate