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Detailed Report
BRAD PAUL TATAR
BRAD P TATAR
CRD#: 5104579
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Investment Adviser
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Previous Broker
GREENUP STREET WEALTH MANAGEMENT LLCCRD#: 311391 Bradenton, FL
Registration History
20082010201220142016201820202022202420263 FIRMS2018 - 2019 (1 year)IAGREENUP STREET WEALTH MANAGEME... (CRD# 311391)2021 - Present (3 years)BSCOTTRADE, INC. (CRD# 8206)2008 - 2018 (9 years)IASPOTLIGHT ASSET GROUP (CRD# 288076)2019 - 2021 (2 years)IASCOTTRADE INVESTMENT MANAGEMENT (CRD# 169988)2016 - 2018 (1 year)
License(s)

State Registrations

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Florida 10/13/2021
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Texas 8/10/2021
Current Registration(s)
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GREENUP STREET WEALTH MANAGEMENT LLC (CRD#:311391)
Bradenton, FL
Registered with this firm since 8/10/2021
Previous Registration(s)
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 04/04/2019 - 08/09/2021 SPOTLIGHT ASSET GROUP (CRD#:288076) Bradenton, FL
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 02/28/2018 - 04/05/2019 TD AMERITRADE, INC. (CRD#:7870) SARASOTA, FL
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 02/26/2018 - 04/05/2019 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) SARASOTA, FL
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 02/26/2018 - 04/05/2019 TD AMERITRADE, INC. (CRD#:7870) SARASOTA, FL
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 06/15/2016 - 02/26/2018 SCOTTRADE INVESTMENT MANAGEMENT (CRD#:169988) BRADENTON, FL
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 09/01/2008 - 02/26/2018 SCOTTRADE, INC. (CRD#:8206) BRADENTON, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.