J B. Burdick
Professional summary
J Bradley Burdick, who also goes by Brad Burdick, is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in Warrington, Pennsylvania.
J is registered as a RR (Registered Representative) and started their career in finance in 1996. J has worked at 6 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view J Bradley Burdick's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 30, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2600 Kelly Road Suite 210, Warrington, PA 18976September 11, 2002 - January 2, 2015
LINCOLN FINANCIAL DISTRIBUTORS, INC.
October 20, 2000 - April 30, 2002
SLD AMERICA EQUITIES, INC.
April 25, 2000 - September 19, 2000
TEACHERS PERSONAL INVESTORS SERVICES, INC.
January 8, 1998 - April 4, 2000
AMERICAN CENTURY BROKERAGE, INC.
July 26, 1996 - April 4, 2000
AMERICAN CENTURY INVESTMENT SERVICES 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
(6/14/2021)
(6/14/2021)
Exams
Series 6TO
Date: 7/30/2020
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
KESTRA INVESTMENT SERVICES, LLC
CRD#: 42046 / SEC#: , 8-49672
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KESTRA FINANCIAL, INC | SOLE MEMBER | |
| AMORE, JOHN VINCENT | PRESIDENT | 5430932 |
| CHESTER, KRISTEN LAWLESS | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT | 6896952 |
| KANT, VINAY | CHIEF DIGITAL TECHNOLOGY OFFICER | 7976827 |
| PEDLOW, MICHAEL ROSS | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT | 4871563 |
| POER, JAMES LYNN | CHIEF EXECUTIVE OFFICER | 1983357 |
| SCHOENBECK, MARK PAUL | EXECUTIVE VICE PRESIDENT | 2625829 |
| YIN, YIN | CONTROLLER | 3219513 |
| ZEGERS, SCOTT MATTHEW | CHIEF FINANCIAL OFFICER | 4831659 |
Disclosures
| Regulatory Event | 14 |
| Arbitration | 2 |
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.
