Bradley C. Wilks

REVOLUTION WEALTH

Chantilly, VA 20151

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CRD#: 5856403

Professional summary

Bradley Christopher Wilks, who also goes by Brad Christopher Wilks, Brad Wilks, is a registered financial advisor currently at REVOLUTION WEALTH, LLC located in Chantilly, Virginia.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bradley has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Christopher Wilks | Brad Wilks

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.

Bradley Wilks is an Independent Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Christopher Wilks'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®

None

Experience

Current

February 21, 2025 - Present

REVOLUTION WEALTH, LLC

Office #1: 5180 Parkstone Dr Suite 240, Chantilly, VA 20151

RIA

CRD#: 298810

Chantilly, VA

Past

November 10, 2016 - February 10, 2025

PBMARES WEALTH MANAGEMENT LLC

RIA

CRD#: 116218

FAIRFAX, VA

Past

May 23, 2016 - August 4, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ROCKVILLE, MD

Past

January 12, 2015 - August 4, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

ROCKVILLE, MD

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

Virginia
(2/21/2025)

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

IAR

Series 65

Date: 4/29/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/28/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/12/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REVOLUTION WEALTH, LLC

LINDSEY FINANCIAL SOLUTIONS | REVOLUTION WEALTH, LLC | LINDSEY FINANCIAL SOLUTIONS, LLC | LINDSEY FINANCIAL SOLUTIONS LLC

CRD#: 298810 / SEC#:

Virginia

Registered Investment Advisory firm - (10/19/2018 Approved)

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Contact information

Main Address

5180 Parkstone Dr Suite 240, Chantilly, VA 20151

Mailing Address

Phone number

(703) 321-0150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Bradley C. Wilks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Christopher Wilks's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVOLUTION WEALTH, LLC

PBMARES WEALTH MANAGEMENT LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2016

Series 63

Date: 1/28/2015

SIE

Date: 8/4/2016

Series 6

Date: 1/12/2015

Current Firm

REVOLUTION WEALTH, LLC

Contact information

Documents

Red Flags

Company Information

REVOLUTION WEALTH, LLC

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