Bradley Tyler Perry
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (12)
- Series 57TOSeries 52TOSIESeries 55Series 7Series 53Series 10Series 9Series 4Series 24Series 66Series 63
- Registered states (21)
- Alabama · Arkansas · California · Colorado · Florida · Hawaii · Illinois · Michigan · Missouri · Nevada · New Mexico · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Wisconsin · Wyoming
- Years in the industry (source record)
- 29
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Charles Schwab & Co., Inc.
- Firm CRD
- 5393
- SEC number
- 801-29938
- Assets under management
- Not yet retrieved from the source record
- Website
- www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
- Phone
- 415-667-7000
- Firm location
- San Francisco, CA, 94105
Employment history (12)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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Mml Investors Services, LLCDallas, TX · IA capacityOct 19, 2010 → Mar 7, 2014
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Mml Investors Services, LLCDallas, TX · BC capacityOct 19, 2010 → Mar 7, 2014
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Hornor, Townsend & Kent, Inc.Addison, TX · IA capacityMay 21, 2004 → Oct 15, 2010
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Hornor, Townsend & Kent, Inc.Addison, TX · BC capacityMay 21, 2004 → Oct 15, 2010
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Barron Moore, Inc.Dallas, TX · BC capacityAug 21, 2003 → Apr 29, 2004
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Td Waterhouse Investor Services, Inc.Omaha, NE · BC capacityNov 11, 2002 → Aug 22, 2003
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Capital Institutional Services, Inc.Dallas, TX · BC capacityOct 4, 2000 → Sep 11, 2002
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Advanced Clearing, Inc.Omaha, NE · BC capacityApr 3, 2000 → Oct 19, 2000
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AmeritradeBellevue, NE · BC capacityFeb 18, 1998 → Oct 19, 2000
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U.S. Bancorp Investments, Inc.Saint Paul, MN · BC capacityMay 9, 1997 → Feb 5, 1998
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.