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BE

Bradley G. Erhart

FRONTIER SOLUTIONS
Corona Del Mar, CA 92625
Some features on this profile are disabled
CRD#: 6063333
BE

Professional summary

Bradley Gerard Erhart, who also goes by Brad Erhart, Bradley G Erhart, is a registered financial professional currently at FRONTIER SOLUTIONS, LLC located in Corona Del Mar, California.

Bradley is registered as a RR (Registered Representative) and started their career in finance in 2012. Bradley has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brad Erhart | Bradley G Erhart

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) - BD

Click below to view Bradley Gerard Erhart'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 4, 2022 - Present

FRONTIER SOLUTIONS, LLC

Office #1: 2101 E. Coast Hwy Suite 200, Corona Del Mar, CA 92625
BD
CRD#: 136102
Corona Del Mar, CA
Past

May 28, 2015 - September 14, 2021

HEXAGON CAPITAL ALLIANCE LLC

BD
CRD#: 47981
Irvine, CA
Past

September 14, 2012 - May 19, 2015

EDGEWATER CAPITAL, LLC

BD
CRD#: 128898
SANTA ANA, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/4/2022)
RR
Oregon
(1/4/2022)
RR
Washington
(1/4/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 1/11/2013
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 79
Date: 9/13/2012
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FS
FRONTIER SOLUTIONS, LLC
FRONTIER SOLUTIONS, LLC

CRD#: 136102 / SEC#: , 8-66972

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
3307 Church Road Suite 220, Richmond, VA 23233
Mailing Address
3307 Church Road Suite 220, Richmond, VA 23233
Phone number
(804) 918-2368
Established
Georgia since 05/03/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ASPEN PARTNERS, LTDMANAGING MEMBER
TERRY, DEBORAH HOLLANDFINOP/CFO5680197
VICK, GEORGE DAVIS IVCHIEF COMPLIANCE OFFICER3006623

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

FRONTIER SOLUTIONS, LLC

CRD#: 136102Corona Del Mar, CA 92625

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