Bradley D. Gayheart

YOSEMITE EXECUTION PARTNERS

Lafayette, CA 94549

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CRD#: 3066450

Professional summary

Bradley Donnel Gayheart, AIF®, who also goes by Bradley D. Gayheart, is a registered financial professional currently at YOSEMITE EXECUTION PARTNERS INC. located in Lafayette, California.

Bradley is registered as a RR (Registered Representative) and started their career in finance in 2009. Bradley has worked at 11 firms and has passed the Series 65, Series 66, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bradley D. Gayheart

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.

SIMON OLIVER, LLC, INVT RELATED, SARASOTA, FL, 100% OWNERSHIP, START DATE 2/14/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE. BLUE AGAVE CAPITAL, LLC, INVT RELATED, ST. PETERSBURG, FL, 50% OWNERSHIP, START DATE 6/12/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTIES.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bradley Donnel Gayheart's 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 8, 2024 - Present

YOSEMITE EXECUTION PARTNERS INC.

Office #1: 409 Read Dr., Lafayette, CA 94549

CRD#: 165587

Lafayette, CA

Past

February 9, 2023 - March 14, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SARASOTA, FL

Past

January 30, 2023 - March 14, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SARASOTA, FL

Past

June 14, 2022 - January 13, 2023

THE LEADERS GROUP, INC.

CRD#: 37157

Sarasota, FL

Past

December 26, 2017 - April 15, 2019

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

SARASOTA, FL

Past

December 11, 2017 - April 15, 2019

PRUCO SECURITIES, LLC.

CRD#: 5685

SARASOTA, FL

Past

January 23, 2017 - December 8, 2017

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Sarasota, FL

Past

January 18, 2017 - December 8, 2017

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Sarasota, FL

Past

October 15, 2015 - January 23, 2017

ARBOR COURT CAPITAL, LLC

CRD#: 143839

BROADVIEW HEIGHTS, OH

Past

February 4, 2015 - February 6, 2017

CHECCHI CAPITAL ADVISERS, LLC

RIA

CRD#: 143478

SARASOTA, FL

Past

September 30, 2014 - February 3, 2015

GAYHEART & COMPANY

RIA

CRD#: 172192

SARASOTA, FL

Past

September 9, 2011 - November 20, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ST PETERSBURG, FL

Past

September 9, 2011 - November 20, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ST PETERSBURG, FL

Past

September 25, 2009 - August 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEAL BEACH, CA

Past

September 25, 2009 - August 22, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEAL BEACH, CA

Past

May 25, 2009 - September 22, 2009

WADDELL & REED

RIA

CRD#: 866

WOODLAND HILLS, CA

Past

May 8, 2009 - September 22, 2009

WADDELL & REED

CRD#: 866

WOODLAND HILLS, CA

State Registrations and Notice Filings

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

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

California
(5/9/2024)

Connecticut
(5/13/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/12/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/17/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/1/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

YOSEMITE EXECUTION PARTNERS INC.

SEEDCHANGE EXECUTION SERVICES INC. | YOSEMITE EXECUTION PARTNERS INC.

CRD#: 165587 / SEC#: , 8-69173

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

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Contact information

Main Address

409 Read Dr., Lafayette, CA 94549

Mailing Address

409 Read Dr., Lafayette, CA 94549

Phone number

(415) 264-1003

Established

Delaware since 05/08/2012

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SEEDCHANGE INC.	100% OWNER
BELHUMEUR, WILLIAM DANIEL	PRESIDENT & CEO / CCO	4544803
POSTREL, HELENE BERSON	FINOP	2240945
SMITH, KEVIN DUANE	CHIEF OPERATING OFFICER

Disclosures

Regulatory Event

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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Advisor Monitoring

Firm Stability Insights

Bradley D. Gayheart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bradley Donnel Gayheart's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

THE LEADERS GROUP, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

ARBOR COURT CAPITAL, LLC

CHECCHI CAPITAL ADVISERS, LLC

GAYHEART & COMPANY

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2023

Series 66

Date: 10/12/2022

Series 63

Date: 3/17/2017

Series 79TO

Date: 1/1/2025

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2015

FINRA

Current Firm

YOSEMITE EXECUTION PARTNERS INC.

Contact information

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

YOSEMITE EXECUTION PARTNERS INC.

TRUST BUT VERIFY

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