Best Investors Account Sign in
Inactive

Jonathan Edison Bradley

Cristata Investment Management

Woodstock, MD

Claim This Profile
Current Employers
Cristata Investment Management

Woodstock, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2009-04-27
  • MD RA
    APPROVED
    Since 2009-04-27

Branch Locations

Woodstock, MD • UNITED STATES

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cristata Wealth Solutions Woodstock MD 01/2009 Present
  • 01/2009 → Present
    Cristata Wealth Solutions
    Woodstock, MD
Previous Registrations
  • 2008-01-01 → 2009-02-23
    Wells Fargo Clearing Services, Llc
    Baltimore, MD
  • 1991-09-19 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Baltimore, MD
    St. Louis, MO
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-27
S63 Uniform Securities Agent State Law Examination 1983-05-03
  • S65 Uniform Investment Adviser Law Examination
    2010-10-27
  • S63 Uniform Securities Agent State Law Examination
    1983-05-03
Other Names
  • Jonathan Bradley
  • Jon Bradley

View on SEC IAPD

More in Woodstock, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor