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BT

Bradley F. Tritle

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CRD#: 6798800
BT

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 Frederick Tritle, who also goes by Brad Tritle, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 2017. Bradley had worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brad Tritle

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)


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

June 6, 2017 - May 19, 2022

ALIRA HEALTH TRANSACTION SERVICES, LLC

BD
CRD#: 140203
BOSTON, MA

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
RR
Series 63
Date: 8/8/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AH
ALIRA HEALTH TRANSACTION SERVICES, LLC
ALIRA HEALTH | KADENWOOD CAPITAL, LLC | JOHNSTON BLAKELY & COMPANY, LLC | FUSEFI | CMC TRANSACTION SERVICES, LLC | ALIRA HEALTH TRANSACTION SERVICES. LLC | ALIRA HEALTH TRANSACTION SERVICES, LLC

CRD#: 140203 / SEC#: , 8-67294

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


Main Address
1 Grant Street, Framingham, MA 01702-6758
Mailing Address
1 Grant Street, Framingham, MA 01702-6758
Phone number
(774) 777-5255
Established
Massachusetts since 02/06/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALIRA HEALTH BOSTON, LLCOWNER
CUCCIA, GARY JOHNCHIEF FINANCIAL OFFICER1386493
O'KEEFE, JOHN JOSEPHCHIEF COMPLIANCE OFFICER7601882
PASTORE, DANIEL ERICMANAGER3276833

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


ALIRA HEALTH TRANSACTION SERVICES, LLC

CRD#: 140203

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