Charles Bradshaw

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Richmond, VA
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 05/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Richmond, VA

Previous Registrations

• 1999-10-01 → 2024-05-02
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Richmond, VA

Other Businesses

ELK HILL; INVESTMENT RELATED; GOOCHLAND,VA; FOUNDATION COMMITTEE MEMBER; START DATE 10/01/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS FOUNDATION'S PURPOSE, NEEDS, INVESTMENT POLICY, ASSET ALLOCATION, GENERAL ECONOMIC AND MARKET CONDITIONS, AND FINANCIAL NEEDS FOR THE FOUNDATION;| ALTA IV LLC, INV RELATED, HENRICO, VA, 100% OWNERSHIP, START DATE: 1/1/24, 4 HRS A MONTH, 0 HRS DURING TRADING, FINET PRACTICE;| SAGE WEALTH ADVISORS LLC; INV RELATED; MIDLOTHIAN, VA; 16.6% OWNERSHIP; START 08/08/2023; 10 HOURS PER MONTH; 0 HOURS DURING TRADING; TRANSITION TO FINET.| ELK HILL FOUNDATION; INV RELATED; GOOCHLAND, VA; INVESTMENT COMMITTEE MEMBER; START 07/08/2024; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; PROVIDE GUIDANCE AS IT RELATES TO ASSET ALLOCATION AND CASH DISTRIBUTION NEEDS OF THE ORGANIZATION.| POWER OF ATTORNEY FOR MOTHER; INV RELATED; RICHMOND, VA; POA; START DATE 07/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-25
• S63 Uniform Securities Agent State Law Examination
  1998-11-30

Designations

Other Names

• Chad Bradshaw
• Charles Edward Bradshaw
• Charles E Bradshaw
• Charles Edward Bradshaw