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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Nebraska Omaha | Omaha | NE | 10/2015 | 09/2016 |
| Mutual Of Omaha | Omaha | NE | 09/2016 | 09/2020 |
| Mutual Of Omaha Investor Services Inc. | Omaha | NE | 04/2017 | 09/2020 |
| Bradley Wealth Management Llc | Scottsdale | AZ | 10/2020 | 09/2025 |
| 3Roots Wealth Partners, Llc | Scottsdale | AZ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-30 |
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