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Kirk Simmons Bradach

CRD# 2208901·Registered 1992 - 2015
Previously Registered: Being a previously registered professional could mean that Kirk 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

Kirk Simmons Bradach was a registered financial advisor. Kirk was a previously registered financial professional and started their career in finance 1992 - 2015. Kirk had worked at 15 firms and has passed the Series 65, Series 63, Series 7, 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.

Blog Corner

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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

31 years in the financial services industry

Current & Past Employments

CALIBRATED CAPITAL MANAGEMENT LLC·CRD# 158118
RIA
Windermere, FL
September 7, 2011 - January 16, 2015
GLOBALCLEAR INVESTMENT & DEPOSITORY LLC·CRD# 150302
RIA
Windermere, FL
March 2, 2011 - November 14, 2011
DALTON STRATEGIC INVESTMENT SERVICES INC.·CRD# 23485
RIA
Windermere, FL
March 5, 2010 - January 26, 2004
DALTON STRATEGIC INVESTMENT SERVICES INC.·CRD# 23485
BD
Windermere, FL
October 6, 2009 - August 16, 2010
INVESTACORP, INC.·CRD# 7684
BD
Windermere, FL
January 15, 2009 - September 30, 2009
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Windermere, FL
March 28, 2007 - January 26, 2009
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Windermere, FL
March 27, 2007 - January 26, 2009
GUNNALLEN FINANCIAL, INC·CRD# 17609
RIA
Windermere, FL
October 25, 2005 - April 4, 2007
GUNNALLEN FINANCIAL, INC·CRD# 17609
BD
Windermere, FL
March 15, 2005 - April 4, 2007
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Houston, TX
November 12, 2004 - March 15, 2005
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
August 26, 2004 - October 28, 2004
HIGH MARK SECURITIES, INC.·CRD# 42467
BD
Lakeland, FL
March 1, 2001 - September 29, 2004
SICOR SECURITIES INC·CRD# 16195
BD
Dayton, OH
April 6, 2000 - March 1, 2001
AMERICAN GENERAL SECURITIES INCORPORATED·CRD# 13626
BD
Phoenix, AZ
July 11, 1999 - April 3, 2000
LEGACY FINANCIAL SERVICES, INC.·CRD# 38697
BD
Petaluma, CA
April 19, 1999 - July 28, 1999
TRANSAMERICA FINANCIAL ADVISORS, INC.·CRD# 3600
BD
Los Angeles, CA
July 21, 1994 - December 31, 1995
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
March 19, 1992 - September 26, 1994
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
March 19, 1992 - September 26, 1994

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Current Firm

CC
CALIBRATED CAPITAL MANAGEMENT LLC

CALIBRATED CAPITAL | CALIBRATED CAPITAL MANAGEMENT LLC | CALIBRATED CAPITAL MANAGEMENT

CRD#: 158118 / SEC#: 801-72553

Contact Information

Main Address

Windermere, FL

Documents

Latest Form ADV

Part 2 Brochures

CALIBRATED CAPITAL MANAGEMENT LLC (12/24/2014)

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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.

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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 Jul 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1999About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1999About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jun 2001About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Mar 2000About 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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