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Bradley Stephenson

Stephenson And Company, Inc.

San Clemente, CA

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Current Employers
Stephenson And Company, Inc.

241 Avenida Del Mar, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-09
TX RA APPROVED 2019-08-21
  • CA RA
    APPROVED
    Since 2026-02-09
  • TX RA
    APPROVED
    Since 2019-08-21

Branch Locations

241 Avenida Del Mar, San Clemente, CA 92672 • 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
Global Investment Solutions, Llc Irvine CA 11/2006 09/2017
Stephenson And Company, Inc. San Clemente CA 01/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-29
S63 Uniform Securities Agent State Law Examination 1985-05-15
  • S65 Uniform Investment Adviser Law Examination
    1996-03-29
  • S63 Uniform Securities Agent State Law Examination
    1985-05-15
Designations

View on SEC IAPD

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Other Offices

IGNITE PLANNERS LLC · SAN CLEMENTE, CA
J.P. MORGAN SECURITIES LLC · SAN CLEMENTE, CA
QUIVER FINANCIAL HOLDINGS LLC · SAN CLEMENTE, CA
EDWARD JONES · SAN CLEMENTE, CA
LPL FINANCIAL LLC · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · San Clemente, CA
PFS INVESTMENTS INC. · SAN CLEMENTE, CA

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