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Current Employers
Private Client Services, Llc

2225 Lexington Road, Louisville, KY 40206 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-05
  • OH RA
    APPROVED
    Since 2025-05-05

Branch Locations

2225 Lexington Rd, Louisville, KY 40206 • United States

7100 N High St Suite 203, Worthington, OH 43085 • 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
Lpl Financial Dublin OH 10/2014 11/2017
Private Client Services Worthington OH 11/2017 Present
Heritage Wealth Partners, Llc Dublin OH 11/2017 05/2025
Heritage Wealth Group Worthington OH 05/2025 Present
  • 10/2014 → 11/2017
    Lpl Financial
    Dublin, OH
  • 11/2017 → Present
    Private Client Services
    Worthington, OH
  • 11/2017 → 05/2025
    Heritage Wealth Partners, Llc
    Dublin, OH
  • 05/2025 → Present
    Heritage Wealth Group
    Worthington, OH
Previous Registrations
  • 2017-11-15 → 2025-07-10
    Heritage Wealth Partners, Llc
    Dublin, OH
  • 2014-10-31 → 2017-11-15
    Dublin, OH
  • 2005-07-27 → 2014-11-17
    Ona, WV
    Columbus, OH
    Dublin, OH
    Cincinnati, OH
    Columbus, OH
  • 1999-08-13 → 2005-05-18
    New England Securities
    Columbus, OH
Other Businesses

1. 05/2025: HERITAGE WEALTH GROUP, DBA USED FOR MARETING AND TECHNOLOGY COST SHARING FOR BRANDBURY WEALTH ADVISORS AND MCBRIDE FINANCIAL SERVICES. 7100 N HIGH STREET, WORTHINGTON, OH 43085. 2. 3/18/2015: NON-VARIABLE INSURANCE - ASH BROKERAGE - FIXED INSURANCE SALES-LIFE, DISABILITY, LTC. - STARTED 03/06/2015 - INVESTMENT RELATED - 5 HOURS PER MONTH DURING TRADING - 888 S Harrison Street, Ste. 900, Fort Wayne, IN 46802. 3. Worthington AM Rotary, member. Columbus, OH, 4 hrs/month, 2 during trading hrs. Non-investment related. 4. Ohio Jump Start. 4215 Worth Avenue, Suite 300, Columbus, OH 43219. Non Profit. Promoting Financial Literacy in Ohio Schools. Board Member. 1 hr/mo; 0 during trading hrs. 5. Highland Capital Brokerage. 3535 Grandview Parkway, Suite 600, Birmingham, AL 35243. Outside general agency for fixed insurance. Insurance agent-selling and servicing fixed insurance products. 2 hrs/mo; 2 during trading hrs.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-05-29
  • S63 Uniform Securities Agent State Law Examination
    1996-05-29
Other Names
  • Cort Bradbury
  • Cortlandt Robert Bradbury
  • Cort Robert Bradbury

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