Bradley T. Covey

AVIDIAN WEALTH SOLUTIONS

Houston, TX 77024

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CRD#: 2758177

Professional summary

Bradley Trent Covey, CFP®, who also goes by Brad Covey, is a registered financial advisor currently at AVIDIAN WEALTH SOLUTIONS located in Houston, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Houston, Texas.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Bradley has worked at 6 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Covey

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.

1) Avidian Wealth formerly known as STA Wealth Management, LLC. Investment Related. 800 Town & Country Blvd. Suite 410, Houston TX, 77024. Registered Investment Advisor, Executive Vice President/ Partner. Start 3/2018. 160hrs/mo, all during trading hours. Executive Vice President/Partner. 2. Avidian Insurance Agency, LLC. Not Investment Related. 800 Town & Country Blvd. Suite 410, Houston TX, 77024. Insurance. Partner. Start 1/2021. 1 hr per month during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Trent Covey's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

October 10, 2018 - Present

AVIDIAN WEALTH SOLUTIONS

Office #1: 800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

RIA

CRD#: 127186

Houston, TX

Current

October 30, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 800 Town & Country Blvd. Suite 410, Houston, TX 77024

CRD#: 35747

Houston, TX

Past

October 1, 2012 - October 23, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

HOUSTON, TX

Past

October 1, 2012 - October 23, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

HOUSTON, TX

Past

April 13, 2005 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HOUSTON, TX

Past

May 8, 2002 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

HOUSTON, TX

Past

June 16, 2000 - March 22, 2002

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

October 16, 1997 - June 28, 2000

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Colorado
(10/30/2018)

Florida
(10/30/2018)

New York
(5/20/2021)

South Carolina
(7/29/2019)

IAR

Texas
(10/10/2018)

Texas
(10/30/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/14/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AVIDIAN WEALTH SOLUTIONS

CRD#: 127186 / SEC#: 801-64386

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

Texas

Registered Investment Advisory firm - (6/2/2005 Terminated)

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Contact information

Main Address

800 Town & Country Blvd Ste 410 And Ste 220, Houston, TX 77024

Mailing Address

Phone number

(281) 822-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIDIAN WEALTH SOLUTIONS DISCLOSURE BROCHURE 2025 (7/21/2025)

Regulatory assets under management

Total Number of Accounts	6,742
AUM (Assets Under Management)	$ 3,994,927,750

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/21/2025	Cover Page	Report
01/02/2025	Cover Page	Report
09/27/2024	Cover Page	Report
01/31/2024	Cover Page	Report
01/29/2024	Cover Page	Report

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.

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Bradley T. Covey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Trent Covey's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

RBC CAPITAL MARKETS, LLC

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

AVIDIAN WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/1998

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/14/1997

FINRA

Current Firm

AVIDIAN WEALTH SOLUTIONS

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AVIDIAN WEALTH SOLUTIONS

TRUST BUT VERIFY

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