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Bradford C. Bleidt

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CRD#: 1059383
BB

Professional summary


Bradford Chester Bleidt was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bradford is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Bradford had worked at 4 firms, which includes WINSLOW EVANS & CROCKER INC., DETWILER FENTON & CO., COMMONWEALTH FINANCIAL NETWORK, VP DISTRIBUTORS LLC.

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

February 12, 2004 - November 15, 2004

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA
Past

October 9, 2001 - February 20, 2004

DETWILER FENTON & CO.

BD
CRD#: 1794
BOSTON, MA
Past

January 31, 1991 - October 9, 2001

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

August 30, 1982 - March 25, 1991

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT

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: 9/10/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WE
WINSLOW, EVANS & CROCKER, INC.
MACLAREN SECURITIES, INC. | WINSLOW, EVANS & CROCKER, INC. | WINSLOW EVANS CROCKER INC

CRD#: 29686 / SEC#: 801-63905, 8-44347

BD
Terminated by SEC on 07/31/2021
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Contact information


Main Address
175 Federal Street 6th Floor, Boston, MA 02110
Mailing Address
Phone number
Established
Massachusetts since 11/21/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

MARCH 2021 WINSLOW EVANS & CROCKER BROCHURE (3/29/2021)

Direct owners and executive officers


NamePositionCRD#
NATIONAL HOLDINGS CORPORATIONSOLE SHAREHOLDER
BERLINE, LEONIDCHIEF COMPLIANCE OFFICER3027633

Disclosures


Regulatory Event4
Bond1

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


WINSLOW, EVANS & CROCKER, INC.

CRD#: 29686

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