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Bradley Wade Whitley

Commonwealth Financial Network

Salisbury, NC

CRD 7041759

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2019-01-14
  • NC RA
    APPROVED
    Since 2019-01-14

Branch Locations

401 W. Innes Street Po Box 2105, Salisbury, NC 28145 • 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
Dodson, Shelton & Nelson, P.A. Greensboro NC 06/2014 Present
  • 06/2014 → Present
    Dodson, Shelton & Nelson, P.A.
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-14
  • S65 Uniform Investment Adviser Law Examination
    2019-01-14
Other Names
  • Bradley Whitley

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES

Nearby Investors

STEPHEN LEE KIDD
Stephanie Lee Kidd
Diana Decuir

Nearby Offices

LPL FINANCIAL LLC · SALISBURY, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SALISBURY, NC
EDWARD JONES · SALISBURY, NC

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