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BB

Bradley J. Blankenship

UNITING WEALTH PARTNERS
ROGERS, AR 72758
Some features on this profile are disabled
CRD#: 4760143
BB

Professional summary

Bradley John Blankenship, who also goes by Brad J Blankenship, Bradley J. Blankenship, is a registered financial advisor currently at UNITING WEALTH PARTNERS located in Rogers, Arkansas.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bradley has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad J Blankenship | Bradley J. Blankenship

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 John Blankenship'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

January 30, 2026 - Present

UNITING WEALTH PARTNERS

Office #1: 3300 S Market St. Ste 404, Rogers, AR 72758
RIA
CRD#: 332317
ROGERS, AR
Past

May 1, 2013 - February 12, 2026

ARVEST WEALTH MANAGEMENT

RIA
CRD#: 42057
JOPLIN, MO
Past

May 1, 2013 - February 12, 2026

ARVEST WEALTH MANAGEMENT

BD
CRD#: 42057
JOPLIN, MO
Past

March 29, 2011 - July 16, 2012

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ROGERS, AR
Past

January 4, 2011 - July 16, 2012

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ROGERS, AR
Past

September 24, 2009 - January 11, 2011

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
BENTONVILLE, AR
Past

January 19, 2007 - November 14, 2008

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
BENTONVILLE, AR
Past

March 23, 2004 - January 25, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
BENTONVILLE, AR

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".
UW
UNITING WEALTH PARTNERS
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA
Registered Investment Advisory firm - (9/27/2024 Approved)

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
Arkansas
(1/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/9/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/19/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/6/2015
General Securities Principal Examination

Current Firm

UW
UNITING WEALTH PARTNERS
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC

CRD#: 332317 / SEC#: 801-131215

RIA
Registered Investment Advisory firm - (9/27/2024 Approved)
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Contact information

Main Address
240 Saint Paul Street Suite 300, Denver, CO 80206
Mailing Address
Phone number
(479) 364-0686
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

UWP ADV 2A (8/20/2025)

Regulatory assets under management

Total Number of Accounts1,334
AUM (Assets Under Management)$ 544,715,574

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.

Company Information

UNITING WEALTH PARTNERS

CRD#: 332317Rogers, AR 72758

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