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Bradley Gerard Sonnier

LPl Financial LLC

Stuart, FL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-05
TX RA APPROVED 2025-08-04
  • FL RA
    APPROVED
    Since 2025-08-05
  • TX RA
    APPROVED
    Since 2025-08-04

Branch Locations

900 Se Ocean Blvd, Ste 244, Stuart, FL 34994 • 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
Curbside Burgers Baton Rouge LA 06/2018 02/2019
Lauberge Baton Rouge LA 06/2015 04/2018
Lpl Financial Llc Lafayette LA 08/2018 04/2021
The St. John's Restaurant St Martinville LA 04/2019 02/2020
Florida Financial Advisors Miami FL 05/2021 08/2025
Trinity Wealth Securities, Llc Miami FL 09/2021 01/2025
Lpl Financial Llc West Palm FL 08/2025 Present
  • 06/2018 → 02/2019
    Curbside Burgers
    Baton Rouge, LA
  • 06/2015 → 04/2018
    Lauberge
    Baton Rouge, LA
  • 08/2018 → 04/2021
    Lafayette, LA
  • 04/2019 → 02/2020
    The St. John's Restaurant
    St Martinville, LA
  • 05/2021 → 08/2025
    Florida Financial Advisors
    Miami, FL
  • 09/2021 → 01/2025
    Trinity Wealth Securities, Llc
    Miami, FL
  • 08/2025 → Present
    West Palm, FL
Previous Registrations
Other Businesses

1. 08/04/2025 - Initiative Wealth Planners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date:05/18/2025 - 8 Hour(s)/Month - 2 Hour(s)During Trading. 2. 08/04/2025- Bradley Sonnier - Non-Variable Insurance - Investment Related - West Palm, FL 33401 - OBA Start Date: 05/18/2025 - 8 Hour(s)/Month - 1 Hour(s) During Trading 3. 10/24/2025 - Sonnier Brothers LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:10/03/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 4. 07/01/2026 - Initiative Wealth Planners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/15/2026 - 8 hours per month/ 2 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-25
S65 Uniform Investment Adviser Law Examination 2021-04-14
  • S63 Uniform Securities Agent State Law Examination
    2025-04-25
  • S65 Uniform Investment Adviser Law Examination
    2021-04-14
Other Names
  • Bradley G Sonnier

View on SEC IAPD

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