William Bradley Montgomery

Current Employers

Employment History

• 11/2005 → Present
  Wealth Management Solutions
  Westerville, OH
• 11/2012 → 11/2022
  Vantage Financial Group, Inc
  Cleveland, OH
• 09/2013 → 11/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2022 → 01/2024
  Woodbury Financial Services Inc
  Columbus, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2022-11-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Columbus, OH
• 2013-10-15 → 2022-11-16
  Cetera Wealth Services, Llc
  Columbus, OH
• 2012-11-09 → 2015-10-05
  Vantage Financial Group, Inc.
  Cleveland, OH
• 2005-11-22 → 2012-11-09
  Woodbury Financial Services, Inc.
  Westerville, OH
  Westerville, OH
• 2000-01-01 → 2005-11-23
  Osaic Fa, Inc.
  Columbus, OH

Other Businesses

1. NAME OF OTHER BUSINESS: WEALTH MANAGEMENT SOLUTIONS, LLC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: NOVEMBER 2005 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: IAR/RR - FINANCIAL ADVISOR 2. WEALTH MANAGEMENT SOLUTIONS, LLC POSITION: Investment Advisor Representative/Registered Representative Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 11/18/2005 ADDRESS: 132 B Northwoods Blvd, Columbus OH 43235, United States DESCRIPTION: Insurance agent and DBA for securities business

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-29

Other Names

• William Bradley Montgomery
• Brad Montgomery
• William B Montgomery