Bradley G. Wolfthal
Professional summary
Bradley Glen Wolfthal, who also goes by Brad Glen Wolfthal, is a registered financial professional currently at OPTIONALITY SECURITIES located in West Conshohocken, Pennsylvania.
Bradley is registered as a RR (Registered Representative) and started their career in finance in 1990. Bradley has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bradley Glen Wolfthal's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2025 - Present
OPTIONALITY SECURITIES
Office #1: 200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428May 7, 2018 - December 31, 2021
MARCO POLO SECURITIES INC.
August 31, 2009 - January 27, 2017
NOMURA SECURITIES INTERNATIONAL, INC.
February 7, 2006 - August 11, 2009
BANC OF AMERICA SECURITIES LLC
December 13, 1990 - February 17, 2006
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 7TO
Date: 3/14/2024
General Securities Representative ExaminationFINRA
Current Firm
OPTIONALITY SECURITIES
CRD#: 313329 / SEC#: , 8-70680
Contact information
FINRA licenses (51 States and Territories)
Red Flags
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