Bradley Clark Rambo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → Present
  Raymond James Financial Services, Inc
  Ponte Verde Beach, FL
• 03/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Ponte Vedra Beach, FL
• 06/2016 → Present
  Ponte Vedra Financial / Pheiff Wealth Partners
  Ponte Vedra Beach, FL

Previous Registrations

• 2009-06-01 → 2012-02-27
  Morgan Stanley
  Ponte Vedra Beach, FL
• 2003-04-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA
  Ponte Vedra Beach, FL

Other Businesses

(1)Name of Business: Ponte vedra Financial / Pheiff Wealth Partners Address: 2101 sawgrass village drive, Ponte Vedra Beach, FL, 32082, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related:No Start Date: 06/17/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Ponte Vedra Financial issues my Commision check

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-12
• S63 Uniform Securities Agent State Law Examination
  1993-04-07