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BS

Bradley T. Shaw

CLICK CAPITAL MARKETS
Scottsdale, AZ 85260
Some features on this profile are disabled
CRD#: 2067034
BS

Professional summary


Bradley Thomas Shaw, who also goes by Shaw, is a registered financial professional currently at CLICK CAPITAL MARKETS located in Scottsdale, Arizona.

Bradley is registered as a RR (Registered Representative) and started their career in finance in 1990. Bradley has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shaw

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) - BD


Click below to view Bradley Thomas Shaw's CRS (Customer Relationship Summary).

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


Current

May 30, 2017 - Present

CLICK CAPITAL MARKETS

Office #1: 9835 E Bell Road Suite 110, Scottsdale, AZ 85260
BD
CRD#: 168376
Scottsdale, AZ
Past

June 19, 2003 - December 10, 2003

GIRARD SECURITIES, INC.

BD
CRD#: 18697
SAN DIEGO, CA
Past

October 18, 2000 - June 15, 2001

PEACOCK, HISLOP, STALEY & GIVEN, INC.

BD
CRD#: 21477
PHOENIX, AZ
Past

January 5, 1999 - February 12, 2001

PARADISE VALLEY SECURITIES, INC.

BD
CRD#: 18501
PHOENIX, AZ
Past

August 10, 1994 - January 5, 1999

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

November 21, 1991 - August 13, 1994

FRANKLIN-LORD, INC.

BD
CRD#: 6756
SCOTTSDALE, AZ
Past

November 29, 1990 - November 22, 1991

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585
Past

June 21, 1990 - November 23, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/16/2018)

Exams


State Security Law Exam
RR
Series 63
Date: 6/14/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CLICK CAPITAL MARKETS
ASTON DIEL HOLDINGS, LLC | CLICKIPO | CLICK IPO, LLC | CLICK IPO SECURITIES, LLC | CLICK CAPITAL MARKETS | ASTON DIEL SECURITIES, LLC

CRD#: 168376 / SEC#: , 8-69304

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
9835 E Bell Road Suite 110, Scottsdale, AZ 85260
Mailing Address
Po Box 21154, Mesa, AZ 85277
Phone number
(602) 633-4513
Established
Arizona since 06/28/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CLICK IPO HOLDINGS, LLCSOLE MEMBER
BASKETT, ERINFINOP/ CFO4538604
BEVAUN, MARLONFINOP6259795
COYLE, SCOTT WILLIAMCHIEF EXECUTIVE OFFICER1512382
MERINGOLO, THOMAS NMNCCO4192542
SHAW, BRADLEY THOMASDIRECTOR OF BROKER DEALER OPERATIONS2067034

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


CLICK CAPITAL MARKETS

CRD#: 168376Scottsdale, AZ 85260

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