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Miles Bradley Richardson

Allworth Financial, L.P.

Folsom, CA

Durham, NC

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-08-29
  • NC RA
    APPROVED
    Since 2025-08-29

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

3917 University Drive Ste 200, Durham, NC 27707 • 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
Allworth Financial Durham NC 05/2024 Present
Carolina Courts Charlotte NC 08/2018 07/2021
First Citizens Bank Charlotte NC 05/2022 06/2023
University Of North Carolina Chapel Hill NC 08/2021 05/2022
Fleet Feet Chapel Hill NC 08/2023 05/2024
Chestnut Academy Charlotte NC 08/2015 08/2018
  • 05/2024 → Present
    Allworth Financial
    Durham, NC
  • 08/2018 → 07/2021
    Carolina Courts
    Charlotte, NC
  • 05/2022 → 06/2023
    First Citizens Bank
    Charlotte, NC
  • 08/2021 → 05/2022
    University Of North Carolina
    Chapel Hill, NC
  • 08/2023 → 05/2024
    Fleet Feet
    Chapel Hill, NC
  • 08/2015 → 08/2018
    Chestnut Academy
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-29
  • S65 Uniform Investment Adviser Law Examination
    2025-08-29

View on SEC IAPD

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