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Bradley Lorne Palmer

Cetera Investment Advisers LLC

Sarasota, FL

Dunedin, FL

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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-11
  • FL RA
    APPROVED
    Since 2025-04-11

Branch Locations

3000 Bee Ridge Rd, Sarasota, FL 34239 • United States

1659 Achieva Way, Dunedin, FL 34698 • 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
Cetera Investment Services Llc Saint Cloud MN 11/2024 Present
Palmer Contracting Inc St Petersburg FL 06/2016 10/2021
Lowes Home Improvement Tampa FL 10/2021 02/2022
Lowes Home Improvement Tampa FL 02/2022 01/2024
Achieva Credit Union Palm Harbor FL 01/2024 12/2024
Achieva Credit Union Land O Lakes FL 12/2024 Present
Cetera Investment Advisers Llc Dunedin FL 04/2025 Present
  • 11/2024 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 06/2016 → 10/2021
    Palmer Contracting Inc
    St Petersburg, FL
  • 10/2021 → 02/2022
    Lowes Home Improvement
    Tampa, FL
  • 02/2022 → 01/2024
    Lowes Home Improvement
    Tampa, FL
  • 01/2024 → 12/2024
    Achieva Credit Union
    Palm Harbor, FL
  • 12/2024 → Present
    Achieva Credit Union
    Land O Lakes, FL
  • 04/2025 → Present
    Cetera Investment Advisers Llc
    Dunedin, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-03
  • S66 Uniform Combined State Law Examination
    2025-04-03

View on SEC IAPD

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RETIREMENT MONEY MANAGEMENT

Other Investors

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Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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