Bradley J. Sorensen

U.S. CHERRY LLC

ST. PETERSBURG, FL 33702

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CRD#: 3082269

Professional summary

Bradley James Sorensen, who also goes by Brad James Sorensen, is a registered financial advisor currently at U.S. CHERRY LLC located in St. Petersburg, Florida.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Bradley has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 87, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad James Sorensen

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) - RIA

Click below to view Bradley James Sorensen'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®

None

Experience

Current

July 14, 2022 - Present

U.S. CHERRY LLC

Office #1: 7901 4th St N Ste 300, St. Petersburg, FL 33702

RIA

CRD#: 311564

ST. PETERSBURG, FL

Past

September 22, 2021 - December 12, 2022

EBOURSA INC.

RIA

CRD#: 314963

Naples, FL

Past

July 14, 2004 - November 21, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

July 22, 1998 - September 27, 2000

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

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".

U.S. CHERRY LLC

GLOBAL UMBRELLA LLC | US CHERRY | U.S. CHERRY LLC | U.S CHERRY LLC

CRD#: 311564 / SEC#: 801-129218

RIA

Registered Investment Advisory firm - (1/16/2024 Approved)

Florida

Registered Investment Advisory firm - (1/22/2024 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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/14/2022)

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.

Exams

State Security Law Exam

Series 63

Date: 7/28/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/22/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 11/30/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 7/13/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/8/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/12/2005

General Securities Principal Examination

Current Firm

U.S. CHERRY LLC

GLOBAL UMBRELLA LLC | US CHERRY | U.S. CHERRY LLC | U.S CHERRY LLC

CRD#: 311564 / SEC#: 801-129218

RIA

Registered Investment Advisory firm - (1/16/2024 Approved)

Florida

Registered Investment Advisory firm - (1/22/2024 Terminated)

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Contact information

Main Address

7901 4th St N Ste 300, St. Petersburg, FL 33702

Mailing Address

Phone number

(305) 339-5318

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

US CHERRY BROCHURE (10/20/2025)

Regulatory assets under management

Total Number of Accounts	70
AUM (Assets Under Management)	$ 6,598,000

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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Firm Stability Insights

Bradley J. Sorensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Sorensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

EBOURSA INC.

CHARLES SCHWAB & CO., INC.

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

U.S. CHERRY LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/28/2004

Series 65

Date: 5/22/2001

SIE

Date: 10/1/2018

Series 87

Date: 11/30/2004

Series 7

Date: 7/13/2004

Series 6

Date: 7/8/1998

Series 24

Date: 4/12/2005

Current Firm

U.S. CHERRY LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

U.S. CHERRY LLC

TRUST BUT VERIFY

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