Bradley Wayne Larson

Current Employers

Employment History

• 04/2014 → 04/2017
  J.P.MOrgan Securities Llc
  Paciific Grove, CA
• 04/2017 → 06/2025
  U.S. Bancorp Advisors, Llc
  Monterey, CA
• 06/2025 → 09/2025
  Avantax Investment Services Inc.
  Carmel By The Sea, CA
• 06/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Carmel By The Sea, CA
• 06/2025 → 09/2025
  Avantax Advisory Services
  Carmel By The Sea, CA
• 04/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Carmel By The Sea, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Carmel By The Sea, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-06-06 → 2025-09-05
  Avantax Advisory Services
  Carmel By The Sea, CA
  Dallas, TX
• 2017-04-05 → 2025-06-09
  U.S. Bancorp Advisors, Llc
  Capitola, CA
  Aptos, CA
  Monterey, CA
  Monterey, CA
  Carmel, CA
  Pacific Grove, CA
  Capitola, CA
  Felton, CA
  Watsonville, CA
  Atascadero, CA
  Freedom, CA
• 2014-07-22 → 2017-04-12
  J.P. Morgan Securities Llc
  Pacific Grove, CA
  Pacific Grove, CA
  Berkeley, CA
• 2002-12-12 → 2005-08-11
  John Hancock Investment Management Llc
  Boston, MA
• 2002-12-12 → 2005-08-11
  Manulife Investment Management (Us) Llc
  Boston, MA
• 1997-10-27 → 2002-05-14
  J. & W. Seligman & Co. Incorporated
  New York, NY

Other Businesses

1) RENTAL PROPERTY POSITION: owner NATURE: rental condo in Santa Barbara Calif. Formerly the residence of my mother, purchased in 2021 , renovated, then leased full time in 2022. Property is under a management contract where I have no involvement in selecting or screening the tenants and don't collect or see any financial information of the tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: Dolores 4 SE of 8th, Carmel By The Sea CA 93111, United States DESCRIPTION: no duties. 100% passive 2) STRATEGIC WEALTH ADVISORY POSITION: President NATURE: I will offer investment planning, retirement planning, financial planning and tax planning services through this DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 80 START DATE: 05/30/2025 ADDRESS: 26619 Carmel Center Place, Suite 200, Carmel By The Sea CA 93923, United States DESCRIPTION: meet with clients and prospective clients manage client accounts provide financial planning provide retirement planning advice review investment performance, respond to client questions and concerns with full and complete disclosure.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-11
• S66 Uniform Combined State Law Examination
  2014-05-07
• S63 Uniform Securities Agent State Law Examination
  1985-10-30

Other Names

• Bradley W Larson
• Bradley Larson
• Brad Larson