Bradlee Marvin Quick

Current Employers

Employment History

• 06/2019 → Present
  Vestia Wealth Advisors
  Fort Wayne, IN
• 10/2009 → 06/2019
  Zimmer Biomet
  Warsaw, IN

Other Businesses

1. VESTIA ADVISORS, LLC (DBAS "VESTIA PERSONAL WEALTH ADVISORS" AND "VESTIA RETIREMENT PLAN CONSULTANTS"); INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; SEC REGISTERED INVESTMENT ADVISER; OWNER; 02/2020; 120 HOURS PER MONTH, 100 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 2. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); INVESTMENT RELATED; INSURANCE AGENCY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; AGENT; 02/2020; 10 HOURS PER MONTH, 10 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 3. VESTIA HOLDINGS, LLC; ADMINISTRATIVE SUPPORT ENTITY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 02/2020; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 4. VESTIA VENTURES LLC; MANAGING MEMBER OF SPVS (MIRUS INVESTMENT, LLC; MIRUS QP AND MIRUS NEW OPPORTUNITY - PRIVATE SPECIAL PURPOSE INVESTMENT VEHICLES FORMED TO INVEST IN DEBT OR EQUITY OF MIRUS, LLC, A MEDICAL DEVICE MANUFACTURER), CONSULTING FIRM, AND ANGEL INVESTOR; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 03/2019; 20 HOURS PER MONTH, 18 HOURS PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 5. VESTIA BROKERAGE, LLC; CONTRACTUAL RELATIONSHIP REQUIRING ASSIGNMENT OF CERTAIN COMMISSIONS; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 02/2020; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 6. VESTIA CONTRACT NEGOTIATION, LLC; CONTRACT NEGOTIATION SERVICES FOR PROFESSIONALS; NON-INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; MANAGING MEMBER; 02/2020; <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS; EXECUTIVE LEADERSHIP ROLE. 7. HELD-AWAY METHOD, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; INTELLECTUAL PROPERTY/CONSULTING SERVICE; OWNER; 02/2020; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; CONSULTING SERVICES THROUGH THE BUSINESS TO OTHER BUSINESSES AND LICENSE TO USE OUR HELD-AWAY METHOD FOR INVESTMENT MANAGEMENT. 8. LOUD CAPITAL, LLC; INVESTMENT RELATED; PRIVATE EQUITY FUND COMPANY THAT PROVIDES GP AND MANAGEMENT SERVICES TO PRIVATE INVESTMENT FUNDS; 550 WEST WASHINGTON BLVD, SUITE 201, CHICAGO, IL, 60661; INVESTOR; 02/2020; 5-10 HOURS PER MONTH, ALL DURING SECURITIES HOURS; VENTURE CAPITAL FIRM PROVIDING CAPITAL, ENTREPRENEURSHIP, AND EDUCATION. 9. KABRANA, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD STE. 51, FORT WAYNE, IN 46804; PROVIDES MANAGEMENT AND CONSULTING SERVICES FOR VESTIA HOLDINGS (NOT UTILIZED FOR ANY CLIENT PURPOSES); MANAGING MEMBER; 02/2020; 1-2 HRS PER MONTH DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 10. CEPA EXIT PLANNING; INVESTMENT RELATED; ASSISTING CLIENTS WITH EXIT PLANNING; FORT WAYNE, IN; 8/2023; 1-2 HRS PER MONTH DURING TRADING HRS; DUTIES INCLUDE MANAGEMENT AND CONSULTING. 11. BE THE EDGE; NON-INVESTMENT RELATED; FORT WAYNE, IN; CHRISTIAN LEADERSHIP MINISTRY; VOLUNTEER; 10/2023; ZERO DURING BUSINESS HOURS; ADVISORY FOR MINISTRY. 12. THE MOM OF AN ADDICT; NON-INVESTMENT RELATED; FORT WAYNE, IN; SUPPORT GROUP FOR RELATIVES OF ADDICTS; BOARD MEMBER; 12/2024; ZERO DURING BUSINESS HOURS; NON-PROFIT SUPPORT GROUP BOARD MEMBER. 13. INTEN ORTHO DEVCO, LLC; INVESTMENT RELATED; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; ORTHO DEVICES; FOUNDER; 05/2025; 0 HOURS PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS; ADMINISTRATIVE. 14. NUVESCOR; INVESTMENT RELATED; HUDSONVILLE, MI; M&A FOR MEDTECH COMPANIES; CONSULTANT; 07/2025; HOURS PER MONTH DEPENDENT ON NEED; M&A ADVISOR. 15. VESTIA PROPERTIES LLC; INVESTMENT RELATED; FORT WAYNE, IN; BOARD OF REAL ESTATE PARTNERSHIP; PARTNER AND OWNER; 07/2025; 1 HR/MO, ALL DURING TRADING HOURS; BOARD MEMBER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-24