Bradley Joseph Bond

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Bond Financial Services Llc
  Weston, FL
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Weston, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  Weston, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  South Miami, FL
  Weston, FL
  Tampa, FL
• 2016-01-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Weston, FL
  South Miami, FL
  Weston, FL
• 2014-11-13 → 2015-11-24
  Raymond James & Associates, Inc.
  Weston, FL
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

1. BOND FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 1260 Placid Court, Weston FL 33327, United States DESCRIPTION: CPA Tax Return Services 2. BOND FINANCIAL SERVICES LLC - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2020 ADDRESS: 1260 Placid Ct, Weston FL 33327, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance

Exams

• S66 Uniform Combined State Law Examination
  2014-11-12
• S65 Uniform Investment Adviser Law Examination
  1999-08-21

Designations

• Certified Financial Planner

Other Names

• Brad Bond
• Bradley J Bond