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Mary Ruth Bradford

CRD# 1364933·Registered 1985 - 2012
Previously Registered: Being a previously registered professional could mean that Mary 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.

Professional Summary

Mary Ruth Bradford was a registered financial advisor. Mary was a previously registered financial professional and started their career in finance 1985 - 2012. Mary had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6, Series 24 and Series 26 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

DTRT ADVISORS, LLC·CRD# 150756
RIA
Tallahassee, FL
April 13, 2011 - December 31, 2012
STERLING ENTERPRISES GROUP, INC.·CRD# 44915
BD
St. Petersburg, FL
February 12, 2010 - November 29, 2010
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Tallahassee, FL
June 23, 1993 - February 29, 2008
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
Tallahassee, FL
May 2, 1990 - July 9, 2007
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Tallahassee, FL
April 25, 1990 - February 29, 2008
UR FINANCIAL, INC.·CRD# 10509
BD
May 17, 1985 - April 25, 1990

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Current Firm

DA
DTRT ADVISORS, LLC

DTRT ADVISORS, LLC

CRD#: 150756

Contact Information

Main Address

9127 Sw 52nd Avenue D-102 Suite C, Gainesville, FL 32608

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1992About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1987About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 2002About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Jul 1985About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1985About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jun 2005About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Jul 1990About the Series 26 exam

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CRS (Client Relationship Summary)

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

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