Bradford Dale Szczecinski

Current Employers

Creative Resources Investment Advisors Llc

#1003 4000 Chapel View Blvd Suite 300, Cranston, RI 02920 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2015-11-10
TX	RA	APPROVED	2015-04-03

IL RA
APPROVED

Since 2015-11-10
TX RA
APPROVED

Since 2015-04-03

Branch Locations

18W 140 Butterfield Road Suite 1500, Oakbrook Terrace, IL 60181 • United States

#1003 4000 Chapel View Blvd Suite 300, Cranston, RI 02920 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Creative Resource Investment Advisors, Llc	Wariwck	RI	03/2015	Present
Legend Advance Funding	New York	NY	05/2017	Present
The Horton Group	Chicago	IL	06/2019	01/2021
Marsh Private Client Services	Chicago	IL	01/2021	04/2023
Usi	Valhalla	NY	10/2023	Present

03/2015 → Present

Creative Resource Investment Advisors, Llc

Wariwck, RI
05/2017 → Present

Legend Advance Funding

New York, NY
06/2019 → 01/2021

The Horton Group

Chicago, IL
01/2021 → 04/2023

Marsh Private Client Services

Chicago, IL
10/2023 → Present

Usi

Valhalla, NY

Previous Registrations

2013-08-30 → 2016-03-29

Newport Coast Securities, Inc.

Chicago, IL
2012-04-25 → 2013-09-30

Ariston Wealth Management, L.P.

New York, NY
2011-12-01 → 2012-04-24

Ariston Wealth Management, L.P.

Chicago, IL
2010-07-19 → 2011-12-01

Anderson & Strudwick, Incorporated

Chicago, IL
2009-07-16 → 2010-07-15

Jesup & Lamont Securities Corp

Chicago, IL
2007-01-03 → 2009-07-23

Interocean Wealth Management Llc

Chicago, IL
2005-06-02 → 2006-12-31

Column Capital Advisors, Llc

Chicago, IL
2003-03-06 → 2005-05-26

Ernst & Young Investment Advisers Llp

Chicago, IL

Other Businesses

1)Breakthrough Urban Ministries, Chicago, IL, non profit, planned giving consulting, volunteer, 2 - 4 hours per month. Start Date 2016. 2) Northwestern Memorial Hospital Chicago, IL - Transplant Advisory Council, board member, 0 - 4 hours per month, volunteer, Start Date 2013.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-02-11
S65	Uniform Investment Adviser Law Examination	2003-03-04

S63 Uniform Securities Agent State Law Examination

2008-02-11
S65 Uniform Investment Adviser Law Examination

2003-03-04

View on SEC IAPD