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Bradley Robert Alvarez

Aspirean Wealth, LLC

Mill Valley, CA

Chesterton, IN

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Current Employers
Aspirean Wealth, Llc

6 Knoll Lane Suite B, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-06-25
  • IN RA
    APPROVED
    Since 2021-06-25

Branch Locations

6 Knoll Lane Suite B, Mill Valley, CA 94941 • United States

160 Rail Road Suite 4, Chesterton, IN 46304 • 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
Securities America Inc Merillville IN 03/2013 06/2021
Legacy Advisors Agency Merrillville IN 03/2010 06/2021
Securities America Advisors Merrillville IN 04/2015 06/2021
Aspirean Wealth, Llc Mill Valley CA 06/2021 Present
  • 03/2013 → 06/2021
    Securities America Inc
    Merillville, IN
  • 03/2010 → 06/2021
    Legacy Advisors Agency
    Merrillville, IN
  • 04/2015 → 06/2021
    Securities America Advisors
    Merrillville, IN
  • 06/2021 → Present
    Aspirean Wealth, Llc
    Mill Valley, CA
Previous Registrations
  • 2015-04-23 → 2021-06-01
    Securities America Advisors, Inc.
    Merrillville, IN
    Chesterton, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-24
S63 Uniform Securities Agent State Law Examination 2005-09-02
  • S66 Uniform Combined State Law Examination
    2013-06-24
  • S63 Uniform Securities Agent State Law Examination
    2005-09-02
Other Names
  • Bradley Alvarez
  • Brad Alvarez

View on SEC IAPD

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Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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