Bradley Winer
Professional summary
Bradley Winer, who also goes by Brad Winer, Bradley Davis Winer, is a registered financial professional currently at BURCH & COMPANY, INC located in Kansas City, Missouri.
Bradley is registered as a RR (Registered Representative) and started their career in finance in 2000. Bradley has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bradley Winer's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 22, 2026 - Present
BURCH & COMPANY, INC
Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116May 14, 2024 - May 22, 2025
CANTOR FITZGERALD & CO.
August 1, 2023 - May 14, 2024
CITIZENS JMP SECURITIES, LLC
January 13, 2022 - August 1, 2023
CITIZENS CAPITAL MARKETS
June 11, 2013 - December 11, 2017
DELOITTE CORPORATE FINANCE LLC
June 27, 2002 - June 7, 2013
MCCOLL PARTNERS, LLC
January 2, 2002 - June 17, 2002
UVEST FINANCIAL SERVICES GROUP, INC.
November 6, 2000 - September 5, 2001
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/27/2026)
Exams
FINRA
Current Firm
BURCH & COMPANY, INC
CRD#: 102280 / SEC#: , 8-52121
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Arbitration | 1 |
Red Flags
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Company Information
BURCH & COMPANY, INC
CRD#: 102280Kansas City, MO 64116TRUST BUT VERIFY
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