Bradley Ray Glenn

Current Employers

Employment History

• 07/2014 → 07/2019
  Edward Jones
  St Louis, MO
• 08/2019 → 09/2023
  Sagepoint Financial, Inc.
  The Woodlands, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  The Woodlands, TX

Previous Registrations

• 2019-08-21 → 2023-09-01
  Osaic Services, Inc.
  The Woodlands, TX
• 2014-09-22 → 2019-08-09
  Edward Jones
  St Louis, MO
  Spring, TX
  The Woodlands, TX
  Montgomery, TX

Other Businesses

1. INSURANCE POSITION: Wealth manager NATURE: Reviewing and providing insurance for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/02/2019 ADDRESS: 1725 HUGHES LANDING BLVD., SUITE 1250, THE WOODLANDS TX 77380, United States DESCRIPTION: Review Insurance needs and provide solutions to fill the need 2. HARMAN WEALTH MANAGEMENT POSITION: Wealth manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2020 ADDRESS: 1725 HUGHES LANDING BLVD., SUITE 1250, THE WOODLAND TX 77380, United States DESCRIPTION: Advise clients on portfolio transactions. Conduct insurance reviews. Financial planning. 3. HARMAN WEALTH MANAGEMENT POSITION: Wealth manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2020 ADDRESS: 1725 HUGHES LANDING BLVD., SUITE 1250, THE WOODLAND TX 77380, United States DESCRIPTION: Advise clients on portfolio transactions. Conduct insurance reviews. Financial planning. 4. HARMAN WEALTH MANAGEMENT POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 200 START DATE: 09/02/2019 ADDRESS: 1725 HUGHES LANDING BLVD., SUITE 1250, THE WOODLAND TX 77380, United States DESCRIPTION: Advise clients on portfolio positions and future transactions. Conduct insurance reviews.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-19