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Detailed Report
BRADLEY MASON TOWSON
BRAD TOWSON
CRD#: 3190710
IA
Investment Adviser
B
Broker
ONEDIGITAL INVESTMENT ADVISORSCRD#: 106766 200 Galleria Pkwy, SE
Suite 1950
Atlanta, GA 30339
OSAIC WEALTH, INC.CRD#: 23131 200 Galleria Parkway SE
Suite 1950
Atlanta, GA 30339
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2001 (1 year)2 FIRMS2003 - 2008 (5 years)2 FIRMS2009 - 2016 (6 years)3 FIRMS2016 - 2021 (5 years)IAONEDIGITAL INVESTMENT ADVISORS (CRD# 106766)2021 - Present (3 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2021 - 2024 (3 years)BMORGAN STANLEY & CO. INCORPORATED (CRD# 8209)2008 - 2009 (<1 year)BMORGAN STANLEY DW INC. (CRD# 7556)2001 - 2003 (2 years)BPAN-AMERICAN FINANCIAL ADVISERS (CRD# 15578)1999 - 2000 (<1 year)IAMORGAN STANLEY & CO. INCORPORATED (CRD# 8209)2009 - 2009 (<1 year)IAMORGAN STANLEY (CRD# 7556)2003 - 2003 (<1 year)
License(s)

State Registrations

B
Alabama 8/23/2024
B
New Jersey 8/23/2024
B
Florida 8/23/2024
B
New York 8/23/2024
IA
Georgia 4/27/2021
B
North Carolina 8/23/2024
B
Georgia 8/23/2024
B
Texas 8/23/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ONEDIGITAL INVESTMENT ADVISORS (CRD#:106766)
200 Galleria Pkwy, SE Suite 1950, Atlanta, GA 30339
Registered with this firm since 4/27/2021
B
OSAIC WEALTH, INC. (CRD#:23131)
200 Galleria Parkway SE Suite 1950, Atlanta, GA 30339
Registered with this firm since 8/23/2024
Previous Registration(s)
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B
 04/26/2021 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Atlanta, GA
IA
 04/21/2016 - 06/01/2021 IFG ADVISORY, LLC (CRD#:168012) Atlanta, GA
IA
 04/21/2016 - 05/17/2021 LPL FINANCIAL LLC (CRD#:6413) ATLANTA, GA
B
 04/14/2016 - 05/17/2021 LPL FINANCIAL LLC (CRD#:6413) ATLANTA, GA
IA
 06/01/2009 - 04/29/2016 MORGAN STANLEY (CRD#:149777) ATLANTA, GA
B
 06/01/2009 - 04/29/2016 MORGAN STANLEY (CRD#:149777) ATLANTA, GA
IA
 01/07/2009 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) ATLANTA, GA
B
 12/11/2008 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) ATLANTA, GA
IA
 04/28/2003 - 12/18/2008 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATLANTA, GA
B
 04/28/2003 - 12/18/2008 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATLANTA, GA
IA
 01/29/2003 - 04/28/2003 MORGAN STANLEY (CRD#:7556) ATLANTA, GA
B
 03/22/2001 - 04/28/2003 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
B
 03/21/2000 - 03/26/2001 METLIFE SECURITIES INC. (CRD#:14251) SPRINGFIELD, MA
B
 03/21/2000 - 03/26/2001 METROPOLITAN LIFE INSURANCE COMPANY (CRD#:4095) NEW YORK, NY
B
 12/07/1999 - 03/08/2000 PAN-AMERICAN FINANCIAL ADVISERS (CRD#:15578) NEW ORLEANS, LA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.