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Claudia F. Bradley

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CRD#: 1733172
CB

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.

Claudia Francesca Bradley, who also goes by Claudia Francesca Bradley-tate, Claudia Francesca Bradleytate, Claudia Francesca Tate, was a registered financial professional .

Claudia is a previously registered financial professional and started their career in finance in 1987. Claudia had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Claudia Francesca Bradley-Tate | Claudia Francesca Bradleytate | Claudia Francesca Tate

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

March 31, 2009 - February 3, 2015

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
OAKLAND, CA
Past

March 31, 2009 - February 3, 2015

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
OAKLAND, CA
Past

March 11, 2008 - April 1, 2009

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
OAKLAND, CA
Past

October 12, 2006 - January 17, 2008

ROBERT VAN SECURITIES, INC.

RIA
CRD#: 29581
OAKLAND, CA
Past

April 6, 2006 - April 8, 2009

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 131563
HAYWARD, CA
Past

August 7, 2001 - January 17, 2008

ROBERT VAN SECURITIES, INC.

BD
CRD#: 29581
OAKLAND, CA
Past

August 30, 1999 - September 14, 2000

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
CARPINTERIA, CA
Past

March 13, 1996 - September 22, 1999

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA
Past

September 23, 1993 - February 21, 1996

FREEMAN FINANCIAL SERVICES CORPORATION

BD
CRD#: 6722
SAN MATEO, CA
Past

November 6, 1987 - July 8, 1992

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

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
IAR
Series 65
Date: 4/16/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SIGNATOR FINANCIAL SERVICES, INC.
PNMR SECURITIES, INC. | SYMETRA INVESTMENT SERVICES, INC. | SIS FINANCIAL & INSURANCE SERVICES | SIGNATOR FINANCIAL SERVICES, INC. | SAFECO INVESTMENT SERVICES, INC.

CRD#: 19061 / SEC#: 801-66750, 8-37112

BD
Terminated by SEC on 02/15/2016
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Contact information


Main Address
197 Clarendon Street C-08-05, Boston, MA 02116
Mailing Address
Phone number
Established
Washington since 11/05/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SIGNATOR FINANCIAL SERVICES ADVISORY WRAP FEE DISCLOSURE DOCUMENT (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
JOHN HANCOCK FINANCIAL NETWORK, INC.PARENT COMPANY
ABERIZK, EMIL JOSEPH JRDIRECTOR1049525
ARMSTRONG, ABIGAIL MARIESECRETARY/CLERK & COUNSEL1239945
CLARK, JEFFREY STEPHENVICE PRESIDENT, DIRECTOR OF FINANCE, FINANCIAL PRINCIPAL4974902
HEAPPS, BRIAN BASILDIRECTOR1666475
HORACK, THOMAS JOSEPHCHIEF COMPLIANCE OFFICER861315
K VD HAGEN, HALINADIRECTOR6582303
KARMAN, MITCHELL ANDREWDIRECTOR2837307
MARYANOPOLIS, CHRISTOPHERPRESIDENT3041077
REBMAN, JILL DENISEDIRECTOR6520386
RIGATTI, MATTHEW FORRESTDIRECTOR2461646
RISPOLI, FRANK JOSEPHDIRECTOR4364402
SUMINSKI, JOHN WILLIAMDIRECTOR6009337
TETA, ANTHONY MAURICEDIRECTOR4617856

Disclosures


Regulatory Event2

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


SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

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