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Detailed Report
Heather Bradley
HEATHER RENEE BRADLEY
CRD#: 6034915
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 910 W SAN MARCOS BLVD STE 104
San Marcos, CA 92078
Registration History
201220142016201820202022202420262 FIRMS2023 - Present (2 years)BSYMETRA SECURITIES, INC. (CRD# 739)2022 - 2022 (<1 year)BPACIFIC SELECT DISTRIBUTORS, LLC (CRD# 4452)2012 - 2022 (9 years)
License(s)

State Registrations

B
Arizona 6/6/2023
B
North Carolina 2/22/2024
B
California 2/28/2023
B
Ohio 6/6/2023
IA
California 3/22/2023
B
Oklahoma 6/6/2023
B
Colorado 6/6/2023
B
Pennsylvania 2/22/2024
B
Florida 6/6/2023
B
Texas 12/5/2023
B
Maryland 2/22/2024
IA
Texas 12/11/2023
B
Massachusetts 11/6/2023
B
Utah 2/22/2024
B
Michigan 6/6/2023
B
Virginia 2/9/2024
B
Missouri 6/6/2023
B
Wisconsin 11/28/2023

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

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
EDWARD JONES (CRD#:250)
910 W SAN MARCOS BLVD STE 104, San Marcos, CA 92078
Registered with this firm since 3/22/2023
B
EDWARD JONES (CRD#:250)
910 W SAN MARCOS BLVD STE 104, San Marcos, CA 92078
Registered with this firm since 2/28/2023
Previous Registration(s)
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B
 04/27/2022 - 09/26/2022 SYMETRA SECURITIES, INC. (CRD#:739) BELLEVUE, WA
B
 07/02/2012 - 04/26/2022 PACIFIC SELECT DISTRIBUTORS, LLC (CRD#:4452) ALISO VIEJO, CA
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.