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Bradford J. Barker

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CRD#: 1058331
BB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradford Joseph Barker was a registered financial professional .

Bradford is a previously registered financial professional and started their career in finance in 1982. Bradford had worked at 9 firms and has passed the Series 63, Series 65, Series 7, Series 15, Series 53, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 2, 2006 - October 31, 2006

NELSONREID, INC.

BD
CRD#: 45503
HOUSTON, TX
Past

October 20, 1999 - December 11, 2000

NEVWEST SECURITIES CORPORATION

BD
CRD#: 46464
LAS VEGAS, NV
Past

March 15, 1999 - May 28, 1999

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

April 14, 1998 - January 25, 1999

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL
Past

August 23, 1996 - February 20, 1998

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

October 21, 1994 - September 5, 1996

RFCA FINANCIAL SERVICES, INC.

BD
CRD#: 16562
TORRANCE, CA
Past

October 16, 1989 - October 31, 1994

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

February 28, 1986 - November 8, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 26, 1982 - March 17, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/19/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/24/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 5/24/1984
Foreign Currency Options Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/4/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


NI
NELSONREID, INC.
AXIS SECURITIES & EXCHANGE, LLC | TIG CAPITAL SECURITIES CO. | NELSONREID, INC. | INTERFINANCIAL PARTNERS, INC. | AXIS SECURITIES AND EXCHANGE, LLC

CRD#: 45503 / SEC#: , 8-51060

BD
Terminated by SEC on 11/29/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 12/12/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HAYDEN, DAVID ALANOWNER711302
CAPLIN, LANCE RONALDPRESIDENT & CEO1071737
STARKS, JOHN EDWARD JRFINOP, CCO2158373
VOLZKE, ROY DALEVICE PRESIDENT455571

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NELSONREID, INC.

CRD#: 45503

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