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BB

Bradley Barlow

STONEBRIDGE CAPITAL PARTNERS
NEWPORT BEACH, CA 92663
Some features on this profile are disabled
CRD#: 7837380
BB

Professional summary

Bradley Barlow is a registered financial professional currently at STONEBRIDGE CAPITAL PARTNERS LLC located in Newport Beach, California.

Bradley is registered as a RR (Registered Representative) and started their career in finance in 2024. Bradley has worked at 1 firm and has passed the Series 7TO, Series 99TO, Series 79TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Bradley Barlow'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

July 10, 2024 - Present

STONEBRIDGE CAPITAL PARTNERS LLC

Office #1: 201 Shipyard Way, Suite F, Newport Beach, CA 92663Office #2: 201 Shipyard Way, Suite F, Newport Beach, CA 92663
BD
CRD#: 328918
NEWPORT BEACH, CA

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

General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 7/10/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 3/18/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/2/2024
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/9/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STONEBRIDGE CAPITAL PARTNERS LLC
ITINERANT-GPS US, LLC | STONEBRIDGE CAPITAL PARTNERS LLC

CRD#: 328918 / SEC#: , 8-71190

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Mailing Address
201 Shipyard Way, Suite F, Newport Beach, CA 92663
Phone number
(949) 422-7528
Established
Delaware since 09/15/2023
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ARGONAUT LLCDIRECT OWNER
ATTANASIO, ELIZABETH MARIEFINOP5325007
BARLOW, BRADLEYCEO, CCO, REGISTERED PRINCIPAL7837380

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

STONEBRIDGE CAPITAL PARTNERS LLC

CRD#: 328918Newport Beach, CA 92663

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