Inactive

Bradford Wayne Yeakle

My Wealth Management, Inc

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Current Employers

My Wealth Management, Inc

12410 Milestone Center Drive Suite 175, Germantown, MD 20876 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-08
MD	RA	APPROVED	2024-02-08

TX RA
APPROVED

Since 2024-11-08
MD RA
APPROVED

Since 2024-02-08

Branch Locations

12410 Milestone Center Drive Suite 175, Germantown, MD 20876 • 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
T. Rowe Price	Owings Mills	MD	01/2018	02/2024
West Virginia University	Morgantown	WV	08/2013	12/2017
My Wealth Management, Inc.	Germantown	MD	02/2024	Present

01/2018 → 02/2024

T. Rowe Price

Owings Mills, MD
08/2013 → 12/2017

West Virginia University

Morgantown, WV
02/2024 → Present

My Wealth Management, Inc.

Germantown, MD

Previous Registrations

2019-05-22 → 2024-02-06

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Owings Mills, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-21
S63	Uniform Securities Agent State Law Examination	2018-04-18

S66 Uniform Combined State Law Examination

2019-05-21
S63 Uniform Securities Agent State Law Examination

2018-04-18

Designations

Other Names

Bradford Yeakle

View on SEC IAPD

Other Firms

KESTRA ADVISORY SERVICES, LLC

PEAK INVESTMENT ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THRIVENT INVESTMENT MANAGEMENT INC.

TRUIST ADVISORY SERVICES, INC.

MILESTONE ASSET MANAGEMENT, LLC

EQUITY SERVICES, INC.

Other Investors

DAVID ALLEN ROPER

SEAN EVERETT FALK

JEFFREY DAVID HILWIG

KATHERINE JENNIFER KOHLER

MARK RONALD MUELLER

Jeffrey Rauworth White

Other Offices

KESTRA ADVISORY SERVICES, LLC · GERMANTOWN, MD

PEAK INVESTMENT ADVISORS, INC. · GERMANTOWN, MD

WELLS FARGO CLEARING SERVICES, LLC · GERMANTOWN, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GERMANTOWN, MD

THRIVENT INVESTMENT MANAGEMENT INC. · GERMANTOWN, MD

TRUIST ADVISORY SERVICES, INC. · GERMANTOWN, MD

KESTRA ADVISORY SERVICES, LLC · Germantown, MD

MILESTONE ASSET MANAGEMENT, LLC · Germantown, MD

More in Germantown, MD

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