Inactive

Paul Michael Bradley

Piedmont Wealth Advisory

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Current Employers

Piedmont Wealth Advisory

12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-12-31
NC	RA	APPROVED	2024-11-25

VA RA
APPROVED

Since 2024-12-31
NC RA
APPROVED

Since 2024-11-25

Branch Locations

Charlotte, NC • United States

12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 • 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

Organization	City	State	From	To
Red Ventures	Charlotte	NC	11/2015	05/2017
Vanguard Advisers, Inc.	Charlotte	NC	12/2020	07/2021
Oakmont Wealth Advisory, Llc	Reston	VA	07/2021	12/2024
Unemployed	Charlotte	NC	06/2017	08/2017
Vanguard Marketing Corporation	Charlotte	NC	09/2017	07/2021
Oak Barrel Wealth Advisory Llc	Charlotte	NC	11/2024	Present

11/2015 → 05/2017

Red Ventures

Charlotte, NC
12/2020 → 07/2021

Vanguard Advisers, Inc.

Charlotte, NC
07/2021 → 12/2024

Oakmont Wealth Advisory, Llc

Reston, VA
06/2017 → 08/2017

Unemployed

Charlotte, NC
09/2017 → 07/2021

Vanguard Marketing Corporation

Charlotte, NC
11/2024 → Present

Oak Barrel Wealth Advisory Llc

Charlotte, NC

Previous Registrations

2022-01-11 → 2024-12-31

White Oak Wealth Management

Columbia, MD
2020-12-16 → 2021-07-16

Vanguard Advisers, Inc.

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-08
S63	Uniform Securities Agent State Law Examination	2017-08-23

S66 Uniform Combined State Law Examination

2020-12-08
S63 Uniform Securities Agent State Law Examination

2017-08-23

Other Names

Paul Bradley

View on SEC IAPD

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