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Bradley Nelson Burk

Smith Salley Wealth Management

Greensboro, NC

Mooresville, NC

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Current Employers
Smith Salley Wealth Management

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-09-25
  • NC RA
    APPROVED
    Since 2025-09-25

Branch Locations

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • United States

532 Patterson Avenue Suite 105, Mooresville, NC 28115 • 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
Parsec Financial Management Inc. Asheville NC 11/2020 12/2021
First Citizens Bank & Trust Company Raleigh NC 12/2019 11/2020
Campbell University School Of Law Raleigh/Buies Creek NC 08/2017 12/2019
W. Samuel Weathers, Attorney Raleigh NC 05/2015 08/2017
Parsec Financial Management Inc. Asheville NC 01/2022 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 09/2025
Smith Salley Wealth Management Greensboro TN 09/2025 Present
  • 11/2020 → 12/2021
    Parsec Financial Management Inc.
    Asheville, NC
  • 12/2019 → 11/2020
    First Citizens Bank & Trust Company
    Raleigh, NC
  • 08/2017 → 12/2019
    Campbell University School Of Law
    Raleigh/Buies Creek, NC
  • 05/2015 → 08/2017
    W. Samuel Weathers, Attorney
    Raleigh, NC
  • 01/2022 → 04/2023
    Parsec Financial Management Inc.
    Asheville, NC
  • 04/2023 → 09/2025
    Modera Wealth Management, Llc
    Westwood, NJ
  • 09/2025 → Present
    Smith Salley Wealth Management
    Greensboro, TN
Previous Registrations
  • 2023-04-26 → 2025-09-22
    Modera Wealth Management, Llc
    Westwood, NJ
    Charlotte, NC
  • 2021-10-11 → 2023-04-27
    Parsec Financial
    Asheville, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-10-11
Designations
Other Names
  • Bradley Nelson Burk

View on SEC IAPD

Other Firms

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BY DESIGN FINANCIAL PLANNING
AMERITAS ADVISORY SERVICES, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES

Other Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook
KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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