Bradley G. Wallace
Professional summary
Bradley G Wallace, who also goes by Bradley G Wallace, Bradley Garrett Wallace, Bradley Wallace, is a registered financial advisor currently at INFINITY PRIVATE WEALTH located in Oklahoma City, Oklahoma.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bradley has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley G Wallace's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 29, 2026 - Present
INFINITY PRIVATE WEALTH
Office #1: 201 Nw 10th St, Suite 200, Oklahoma City, OK 73103February 18, 2022 - July 19, 2022
J.P. MORGAN SECURITIES LLC
February 7, 2022 - July 19, 2022
J.P. MORGAN SECURITIES LLC
August 24, 2016 - September 17, 2018
MORGAN STANLEY
July 21, 2016 - September 17, 2018
MORGAN STANLEY
September 19, 2015 - July 7, 2016
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2026)
Exams
Series 7TO
Date: 2/18/2022
General Securities Representative ExaminationCurrent Firm
INFINITY PRIVATE WEALTH
CRD#: 339513 / SEC#:
Contact information
Red Flags
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Company Information
INFINITY PRIVATE WEALTH
CRD#: 339513Oklahoma City, OK 73103TRUST BUT VERIFY
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