Larry Claude Bradley

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 02/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lubbock, TX
• 12/2009 → Present
  Bank Of America, N.A.
  Lubbock, TX

Other Businesses

I*105311FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LCB INVESTMENTS, LLCINVESTMENT RELATED: YADDRESS OF BUSINESS:LUBBOCK, TEXAS 79423NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 5/31/2017NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: LLC TO BUY RENT HOUSES TO PROVIDE RENTAL INCOMEI*105076For profit or not for profit: Non-Profit OrganizationName of outside business organization: PDT Scholarship FoundationInvestment related: NAddress of business:Lubbock, Texas 79416Nature of business: Charitable Organization,Position, title, association: Director, Start date of relationship: 5/1/2017Number of hours devoted: 4 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: 501c3 to accept donations and to award academic scholorships to members of the Phi Delta Theta fraternity; my responsibilities will be as a member of the board of directors to oversee the management of foundationI*135763For profit or not for profit: Non-Profit OrganizationName of outside business organization: Indiana Avenue Baptist ChurchInvestment related: NAddress of business:Lubbock, Texas 79423Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 2/1/2021Number of hours devoted: 1 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Finance Committee member; committee to develop and monitor Church's annual budget. I*2052277, Entity Type, Entity Charitable, Name of OBA: Fellowship of Christian Athletes, Address: Kansas City, MO, 64129, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 12/10/2024, No Hours: 12hrs/Ann, No Hours during trading: 8, Duties: Fellowship of Christian Athletes engages coaches and athletes to grow in their faith and sport. As a volunteer member of its Texas State Leadership Board, I would provide advice and service to the Texas FCA executives in their efforts to plan events. I*, 2739286 Entity Type: Entity Charitable Name of OBA: Parkridge Pregnancy Medical Clinic Address: Lubbock, TX 79424 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/01/2025 No Hours: 5 Hours per year No Hours during trading: 0 Duties: My wife and I have been asked to serve on an Advisory Board. This board does not make decisions for the organization, only recommendations to the full board. As a non-profit medical clinic, Parkridge has been empowering women to make informed choices regarding their sexual health since 1993. We partner with women in and around Lubbock by offering FREE medical services, counseling, education, and resources. You are not alone. Receive confidential care from licensed medical professionals in a safe and convenient environment at Parkridge.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-03
• S63 Uniform Securities Agent State Law Examination
  1985-12-07