Brady Tomer Welles

Current Employers

Employment History

• 08/2018 → 10/2019
  Target
  Novato, CA
• 06/2019 → 04/2026
  Canyon Oak Financial
  Woodland Hills, CA
• 06/2020 → 06/2021
  Avantax Investment Services, Inc
  Woodland Hills, CA
• 06/2020 → 06/2021
  Avantax Advisory Services
  Woodland Hills, CA
• 08/2015 → 12/2019
  Sonoma State Universuty
  Rohnert Park, CA
• 06/2016 → 09/2016
  Jakks Pacific Inc.
  Santa Monica, CA
• 06/2017 → 09/2017
  Invotech Systems, Inc.
  Los Angeles, CA
• 05/2018 → 09/2018
  Jennifer Despain
  Woodland Hills, CA
• 09/2017 → 11/2017
  Sportsman's Warehouse Southwest Inc.
  Los Angeles, CA
• 11/2016 → 11/2016
  Uber Technologies Inc.
  San Francisco, CA
• 05/2019 → 09/2019
  Jennifer Despain
  Woodland Hills, CA
• 06/2021 → 04/2026
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2021 → 04/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Lpl Financial
  San Diego, CA
• 04/2026 → Present
  Atlas Private Wealth Advisors
  Red Bank, NJ

Previous Registrations

• 2021-06-03 → 2026-04-21
  Cetera Investment Advisers Llc
  Woodland Hills, CA
• 2020-11-02 → 2021-06-09
  Avantax Advisory Services
  Dallas, TX
  Woodland Hills, CA

Other Businesses

1) 2026-04-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Atlas Private Wealth Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-31 - 160hrs/mth - 100hrs/mth during trading 2) 2026-05-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Atlas Private Wealth Advisors - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-03-31 - 160hrs/mth - 100hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-11-02

Other Names

• Brady Tomer Welles
• Brady Welles