Bradley Thomas Geddes

Employer firm

Decker Retirement Planning Inc. CRD 284281

$360M regulatory AUM 80 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Join It, Inc.
  San Francisco, CA
• 04/2015 → 05/2017
  Lending Club
  San Francisco, CA

Other Businesses

Co-founder and Chief Financial Officer of Join IT, Inc. A membership management software company, providing software for membership-based organizations. This business is not investment related. Started 05/08/2017. Approximately 10 hours per week outside of market hours. Business is located in Redmond, Washington.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-12

Designations

• Certified Financial Planner