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KB

Kirk S. Bradach

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CRD#: 2208901
KB

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.

Kirk Simmons Bradach was a registered financial professional .

Kirk is a previously registered financial professional and started their career in finance in 1992. Kirk had worked at 15 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 7, 2011 - January 16, 2015

CALIBRATED CAPITAL MANAGEMENT LLC

RIA
CRD#: 158118
WINDERMERE, FL
Past

March 2, 2011 - November 14, 2011

GLOBALCLEAR INVESTMENT & DEPOSITORY LLC

RIA
CRD#: 150302
WINDERMERE, FL
Past

March 5, 2010 - January 26, 2004

DALTON STRATEGIC INVESTMENT SERVICES INC.

RIA
CRD#: 23485
WINDERMERE, FL
Past

October 6, 2009 - August 16, 2010

DALTON STRATEGIC INVESTMENT SERVICES INC.

BD
CRD#: 23485
WINDERMERE, FL
Past

January 15, 2009 - September 30, 2009

INVESTACORP, INC.

BD
CRD#: 7684
WINDERMERE, FL
Past

March 28, 2007 - January 26, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WINDERMERE, FL
Past

March 27, 2007 - January 26, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WINDERMERE, FL
Past

October 25, 2005 - April 4, 2007

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
WINDERMERE, FL
Past

March 15, 2005 - April 4, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
WINDERMERE, FL
Past

November 12, 2004 - March 15, 2005

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

August 26, 2004 - October 28, 2004

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

March 1, 2001 - September 29, 2004

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

April 6, 2000 - March 1, 2001

SICOR SECURITIES INC

BD
CRD#: 16195
DAYTON, OH
Past

July 11, 1999 - April 3, 2000

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

April 19, 1999 - July 28, 1999

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA
Past

July 21, 1994 - December 31, 1995

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

March 19, 1992 - September 26, 1994

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 19, 1992 - September 26, 1994

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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: 7/11/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CC
CALIBRATED CAPITAL MANAGEMENT LLC
CALIBRATED CAPITAL | CALIBRATED CAPITAL MANAGEMENT LLC | CALIBRATED CAPITAL MANAGEMENT

CRD#: 158118 / SEC#: 801-72553

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Contact information


Main Address
Windermere, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CALIBRATED CAPITAL MANAGEMENT LLC (12/24/2014)

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


CALIBRATED CAPITAL MANAGEMENT LLC

CRD#: 158118

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