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BR

Bradley D. Reddin

DEAN WEALTH PARTNERS
AUSTIN, TX 78731
Some features on this profile are disabled
CRD#: 6777898
BR

Professional summary

Bradley Davis Reddin is a registered financial advisor currently at DEAN WEALTH PARTNERS, LLC located in Austin, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Austin, Texas.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Bradley has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Davis Reddin'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

May 29, 2024 - Present

DEAN WEALTH PARTNERS, LLC

Office #1: 7200 N Mopac Expressway Suite 140, Austin, TX 78731
RIA
CRD#: 298237
AUSTIN, TX
Current

May 7, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 7200 North Mopac Expy Suite 140, Austin, TX 78731
BD
CRD#: 35747
Austin, TX

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".
DW
DEAN WEALTH PARTNERS, LLC
DEAN WEALTH PARTNERS | JAM DWP GROUP, LLC | DEAN WEALTH PARTNERS, LLC

CRD#: 298237 / SEC#: 801-126534

RIA
Registered Investment Advisory firm - (9/8/2022 Approved)
Texas
Registered Investment Advisory firm - (11/18/2022 Terminated)

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.
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
Texas
(5/7/2024)
IAR
Texas
(5/29/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/27/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DW
DEAN WEALTH PARTNERS, LLC
DEAN WEALTH PARTNERS | JAM DWP GROUP, LLC | DEAN WEALTH PARTNERS, LLC

CRD#: 298237 / SEC#: 801-126534

RIA
Registered Investment Advisory firm - (9/8/2022 Approved)
Texas
Registered Investment Advisory firm - (11/18/2022 Terminated)
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Contact information

Main Address
7200 N Mopac Expressway Suite 140, Austin, TX 78731
Mailing Address
Phone number
(512) 346-1703
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 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

FORM ADV PART 2A - FIRM BROCHURE (2/7/2025)

Regulatory assets under management

Total Number of Accounts672
AUM (Assets Under Management)$ 209,306,719

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

DEAN WEALTH PARTNERS, LLC

CRD#: 298237Austin, TX 78731

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