Inactive

Adam Edward Bray

Ysb Wealth Management

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Current Employers

Ysb Wealth Management

Kalida, OH • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-04-22
NC	RA	APPROVED	2026-04-13
PA	RA	APPROVED	2026-03-18
OH	RA	APPROVED	2026-03-13

TX RA
APPROVED_RES

Since 2026-04-22
NC RA
APPROVED

Since 2026-04-13
PA RA
APPROVED

Since 2026-03-18
OH RA
APPROVED

Since 2026-03-13

Branch Locations

Kalida, OH • 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

Organization	City	State	From	To
Osaic Wealth, Inc.	Gahanna	OH	11/2025	02/2026
Bishoff Financial Group	Gahanna	OH	01/2015	02/2026
Ysb Wealth Management	Kalida	OH	02/2026	Present

11/2025 → 02/2026

Osaic Wealth, Inc.

Gahanna, OH
01/2015 → 02/2026

Bishoff Financial Group

Gahanna, OH
02/2026 → Present

Ysb Wealth Management

Kalida, OH

Previous Registrations

2025-11-13 → 2026-02-04

Osaic Wealth, Inc.

Gahanna, OH
2015-11-16 → 2025-11-20

Cambridge Investment Research Advisors, Inc.

Gahanna, OH

Worthington, OH
2013-06-04 → 2015-11-18

Prospera Financial Services, Inc.

Dallas, TX

Worthington, OH
2011-03-08 → 2013-06-20

Lpl Financial Llc

Worthington, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-03-05

S66 Uniform Combined State Law Examination

2011-03-05

Designations

View on SEC IAPD

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