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6908 E Moreland St., Scottsdale, AZ 85257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-10-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 07/2016 | 02/2019 |
| Park Avenue Securities | New York | NY | 05/2018 | 02/2019 |
| Prudential Insurance Company Of America | Newark | NJ | 03/2019 | 11/2019 |
| Prudential Investment Management Services Llc | Newark | NJ | 03/2019 | 11/2019 |
| Bradley Wealth Management, Llc | San Diego | CA | 06/2020 | 09/2025 |
| Unemployed | Hoboken | NJ | 12/2019 | 06/2020 |
| 3Roots Wealth Partners, Llc | Scottsdale | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-27 |
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