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Inactive

Brad Cotner

Tempus Wealth Planning, LLC

Irvine, CA

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Current Employers
Tempus Wealth Planning, Llc

100 Spectrum Center Drive Suite 1070, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-29
  • CA RA
    APPROVED
    Since 2026-04-29

Branch Locations

100 Spectrum Center Drive Suite 1070, Irvine, CA 92618 • 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
OrganizationCityStateFromTo
Productive Finance, Llc Pasadena CA 03/2016 07/2023
Fidelity Investments Woodland Hills CA 07/2025 04/2026
Tamar Securities, Llc Woodland Hills CA 03/2024 07/2025
Unemployed Thousand Oaks CA 07/2023 03/2024
Tempus Wealth Planning, Llc Irvine CA 04/2026 Present
  • 03/2016 → 07/2023
    Productive Finance, Llc
    Pasadena, CA
  • 07/2025 → 04/2026
    Fidelity Investments
    Woodland Hills, CA
  • 03/2024 → 07/2025
    Tamar Securities, Llc
    Woodland Hills, CA
  • 07/2023 → 03/2024
    Unemployed
    Thousand Oaks, CA
  • 04/2026 → Present
    Tempus Wealth Planning, Llc
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-20
S65 Uniform Investment Adviser Law Examination 2024-01-10
  • S63 Uniform Securities Agent State Law Examination
    2025-11-20
  • S65 Uniform Investment Adviser Law Examination
    2024-01-10
Other Names
  • Bradley Michael Cotner
  • Bradley Cotner

View on SEC IAPD

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GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
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