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Bradley T. Holman

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CRD#: 5552963
BH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradley Taylor Holman, who also goes by Brad Taylor Holman Jr., Bradley Taylor Holman Jr, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 2009. Bradley had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brad Taylor Holman Jr. | Bradley Taylor Holman Jr

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) BULL RUN FINANCIAL GROUP LLC, NON-INVESTMENT RELATED, 12110 SUNSET HILLS ROAD, RESTON, VA 20190, DBA, SINCE 4/2017. BRADLEY T. HOLMAN JR., INVESTMENT RELATED, VIENNA, VA 22181, INSURANCE AND FIXED ANNUITY SALES, AGENT, SINCE 6/2016, DEVOTED TIME IS 200 HOURS A MONTH, EDUCATING CLIENTS, INSURANCE SALES, MANAGE PAPERWORK AND CLIENT/PROSPECT QUESTIONS. ONE UMBRELLA FOUNDATION, NON-INVESTMENT RELATED, 1629 K. STREET NW, SUITE #300, WASHINGTON, DC 20006, ADVISOR TO NON-PROFIT AND ASSIST WITH COMMUNITY EVENTS, BOARD MEMBER/CO-FOUNDER, DEVOTED TIME IS 0-5 HOURS A MONTH, HOST CHARITABLE EVENTS TO SUPPORT THE HOMELESS OF DC WITH FOOD, HAIRCUTS, AND JOB PLACEMENT. POWUR, NON-INVESTMENT RELATED, 2683 VIA DE LA VALE, #321G, DEL MAR, CA 92014, SOLAR ENERGY ADVOCATE, EXECUTIVE ADVISOR, SINCE 12/2015, DEVOTED TIME IS 0-5 HOURS, REFER HOMEOWNERS TO GO SOLAR/SOLAR ENERGY ADVOCATE. 2) Partner; Bogey Society LLC; Investment Related: No; Location: 5307 Hampton Forest Way Fairfax VA 22030; Description of the business: Bogey Society LLC is an online golf community that will have local chapters in Chicago, Detroit, and DC area to start. It's methodology for generating cash flow is unrelated to finance and will based on ads, views, and sponsorship's.; Responsibilities Duties: Oversight of the business structure and operations. Occasionally will shoot media content for the company; Start date with business: 2020-07-11; Hours devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 1.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 6, 2020 - February 10, 2025

BULL RUN INVESTMENT MANAGEMENT LLC

RIA
CRD#: 306763
MCLEAN, VA
Past

April 4, 2017 - March 5, 2020

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
FAIRFAX, VA
Past

August 13, 2015 - June 15, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
VIENNA, VA
Past

April 13, 2009 - April 10, 2015

NYLIFE SECURITIES LLC

BD
CRD#: 5167
VIENNA, VA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/13/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BR
BULL RUN INVESTMENT MANAGEMENT LLC
BULL RUN INVESTMENT MANAGEMENT LLC

CRD#: 306763 / SEC#:

California
Registered Investment Advisory firm - (11/27/2024 Approved)
District of Columbia
Registered Investment Advisory firm - (4/27/2020 Approved)
Florida
Registered Investment Advisory firm - (8/12/2022 Approved)
Maryland
Registered Investment Advisory firm - (4/5/2021 Approved)
North Carolina
Registered Investment Advisory firm - (2/19/2024 Approved)
Texas
Registered Investment Advisory firm - (12/15/2021 Approved)
Virginia
Registered Investment Advisory firm - (3/6/2020 Approved)
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Contact information


Main Address
6731 Whittier Avenue Suite #200, Mclean, VA 22101
Mailing Address
Phone number
(703) 344-6844
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts424
AUM (Assets Under Management)$ 57,347,981

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


BULL RUN INVESTMENT MANAGEMENT LLC

CRD#: 306763

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