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Kim Anne Bradford

Strategic Advisers LLC

San Jose, CA

Milpitas, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

4160 N First St, San Jose, CA 95134-1513 • United States

Milpitas, CA • 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
Wells Fargo Bank, Na Union City CA 11/2021 11/2022
Bank Of America San Jose CA 02/2019 11/2021
Bank Of America Cupertino CA 11/2014 05/2018
Mission College Santa Clara CA 05/2018 12/2018
Public Notary San Jose CA 12/2018 11/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 11/2022 12/2024
Bank Of America Bank Of America N.A. CA 11/2022 12/2024
Fidelity Investments San Jose CA 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 11/2022
    Wells Fargo Bank, Na
    Union City, CA
  • 02/2019 → 11/2021
    Bank Of America
    San Jose, CA
  • 11/2014 → 05/2018
    Bank Of America
    Cupertino, CA
  • 05/2018 → 12/2018
    Mission College
    Santa Clara, CA
  • 12/2018 → 11/2021
    Public Notary
    San Jose, CA
  • 11/2022 → 12/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
  • 11/2022 → 12/2024
    Bank Of America
    Bank Of America N.A., CA
  • 12/2024 → Present
    Fidelity Investments
    San Jose, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-21
  • S66 Uniform Combined State Law Examination
    2022-06-21
Other Names
  • Kimanne Bradford
  • Ngan Kim Tran
  • Kim Tran
  • Kim-Anne Bradford
  • Kim A Bradford
  • Kimberly Bradford

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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