Bradley Mayer is a registered investment advisor, based in Pflugerville, TX, with 26 years of industry experience.
Location
Pflugerville, TX
Get directionsHistory
Regulatory History (3)
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Regulatory
September 2018Final
Employment Separation After Allegations
May 2017Regulatory
February 2017Final
Employment History
Current Registrations
Kingswood Capital Partners, LLC
May 2023 - Present · 2 yrs 11 mos
Kingswood Capital Partners, LLCBroker
May 2023 - Present · 2 yrs 11 mos
Kingswood Wealth Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Benchmark Advisory Services, LLC
October 2019 - February 2022 · 2 yrs 4 mos
Benchmark Investments, LLCBroker
September 2019 - May 2023 · 3 yrs 8 mos
Ifs SecuritiesBroker
June 2017 - September 2019 · 2 yrs 3 mos
Ifs Advisory, LLC
June 2017 - September 2019 · 2 yrs 3 mos
Ifs Advisory, LLC
May 2017 - May 2017 · 0 mos
H. Beck, INC.
July 2016 - May 2017 · 10 mos
H. Beck, INC.
February 2016 - July 2016 · 5 mos
Mayer Financial Services Group, LLC
May 2015 - December 2015 · 7 mos
Mayer Financial Services Group, LLC
February 2013 - December 2014 · 1 yr 10 mos
Mayer Financial Services Group, LLC
November 2007 - December 2012 · 5 yrs 1 mo
H. Beck, INC.Broker
October 2004 - May 2017 · 12 yrs 7 mos
H. Beck, INC.
October 2004 - October 2007 · 3 yrs
Independent Advisers Group CORP
November 2002 - December 2006 · 4 yrs 1 mo
Jefferson Pilot Securities CORP
November 2002 - August 2004 · 1 yr 9 mos
Jefferson Pilot Securities CorporationBroker
July 2002 - August 2004 · 2 yrs 1 mo
American Express Financial Advisors, INC.
November 1999 - July 2002 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
October 1999 - July 2002 · 2 yrs 9 mos
Ids Life Insurance CompanyBroker
October 1999 - July 2002 · 2 yrs 9 mos
State Registrations5 states
CAMDNYTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.