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Bradley P. Lipman
SPC FINANCIAL
Rockville, MD 20852-4219
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CRD#: 6885071
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Professional summary
Bradley Patrick Lipman, CFP®, who also goes by Brad Lipman, is a registered financial advisor currently at SPC FINANCIAL INC located in Rockville, Maryland and ALPHACORE CAPITAL LLC located in Rockville, Maryland.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bradley has worked at 3 firms and has passed the SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Lipman
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.
(1)Name of Business: SELLA & MARTINIC, LLC Address: 3202 Tower Oaks Blvd Ste 400, Rockville, MD, United States Activity Type: Accounting/CPA Position/Title: Associate/Employee Investment Related: No Start Date: 12/11/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: TAX PREPARER (2)Name of Business: SPC FINANCIAL, INC Address: 3202 Tower Oaks Blvd Ste 400, Rockville, MD, 20852, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 12/11/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: ADMINISTRATIVE ROLE UNDER INDEPENDENT RIA
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Patrick Lipman'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®
CFP®
Start date: 2018
Experience
Current
August 16, 2018 - Present
SPC FINANCIAL INC
Office #1: 3202 Tower Oaks Blvd Suite 400, Rockville, MD 20852-4219RIA
CRD#: 104618
Rockville, MD
Current
November 4, 2025 - Present
ALPHACORE CAPITAL LLC
Office #1: 3202 Tower Oaks Bovd., Rockville, MD 20852-4219RIA
CRD#: 174346
Rockville, MD
Past
December 17, 2018 - October 1, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ROCKVILLE, MD
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".
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 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.Highlighted states indicate IAR registrations
IAR
Maryland(8/16/2018)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ALPHACORE CAPITAL LLC
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
CRD#: 174346 / SEC#: 801-108468
RIA
Registered Investment Advisory firm - (9/28/2016 Approved)California
Registered Investment Advisory firm - (11/9/2016 Terminated)Illinois
Registered Investment Advisory firm - (9/28/2016 Terminated)Indiana
Registered Investment Advisory firm - (10/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Prospect St Suite 200, La Jolla, CA 92037
Mailing Address
Phone number
(858) 875-4100
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,249 |
| AUM (Assets Under Management) | $ 6,060,926,747 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
