Bradley James Close

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
WV	RA	APPROVED	2025-09-05

WV RA
APPROVED

Since 2025-09-05

Branch Locations

5462 Williamsport Pike, Martinsburg, WV 25404 • United States

1680 Valley Rd, Berkeley Springs, WV 25411 • 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

Organization	City	State	From	To
Bradley, Thomas & Matthew Close Cpas Pllc	Berkeley Springs	WV	10/2010	Present
Avantax Investment Services, Inc.	Martinsburg	WV	09/2018	09/2025
Mbm Properties Llc	Berkeley Springs	WV	04/2008	12/2020
Close Properties Llc	Berkeley Springs	WV	12/2011	Present
Gress Properties Llc	Berkeley Springs	WV	10/2015	12/2020
Avantax Advisory Services	Martinsburg	WV	02/2019	09/2025
Cetera Wealth Services, Llc	Berkeley Springs	WV	09/2025	Present
Cetera Investment Advisers Llc	Schaumburg	IL	09/2025	Present

10/2010 → Present

Bradley, Thomas & Matthew Close Cpas Pllc

Berkeley Springs, WV
09/2018 → 09/2025

Avantax Investment Services, Inc.

Martinsburg, WV
04/2008 → 12/2020

Mbm Properties Llc

Berkeley Springs, WV
12/2011 → Present

Close Properties Llc

Berkeley Springs, WV
10/2015 → 12/2020

Gress Properties Llc

Berkeley Springs, WV
02/2019 → 09/2025

Avantax Advisory Services

Martinsburg, WV
09/2025 → Present

Cetera Wealth Services, Llc

Berkeley Springs, WV
09/2025 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Previous Registrations

2019-02-19 → 2025-09-05

Avantax Advisory Services

Berkeley Springs, WV

Martinsburg, WV

Dallas, TX

Other Businesses

1) Bradley, Thomas & Matthew Close CPA PLLC 1680 Valley Rd~Berkeley Springs~WV~25411~Accounting Services/Tax Preparation~Other~10/18/2010~160hrs~40hrs~I am one of 4 principals of the business. Write checks, make deposits and act as CFO. 2) Close Properties LLC 1680 Valley Road~Berkeley Springs~WV~25411~Rental Property~Other~12/1/2011~4hrs~0hrs~Passive activity, Commercial real estate leasing| 3) BERKELEY COUNTY DEVELOPMENT AUTHORITY BOARD OF DIRECTORS POSITION: Board member NATURE: Local economic development government organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 5462 Williamsport Pike, Martinsburg WV 25404, United States DESCRIPTION: Board member overseeing Authority employees 4) EASTERN WV REGIONAL AIRPORT AUTHORITY BOARD OF DIRECTORS POSITION: Board member NATURE: Local airport authority (quasi-government) - manages airport here in Martinsburg INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5462 Williamsport Pike, Martinsburg WV 25404, United States DESCRIPTION: board member overseeing employees over authority 5) HOPE COMMUNITY CHURCH POSITION: Board member NATURE: volunteer member of the Church board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5462 Williamsport Pike, Martinsburg WV 25404, United States DESCRIPTION: Oversee church leadership staff

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-13

S66 Uniform Combined State Law Examination

2018-12-13

View on SEC IAPD