# Bradley Schwartz

Bradley Schwartz is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2025-04-16 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2024-04-22 | 2025-04-02 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2019-02-20 | 2024-04-22 | — |
| [KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/139806) | 2018-11-28 | 2019-02-04 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2017-12-14 | 2018-11-20 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2016-10-31 | 2017-12-13 | — |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2016-01-05 | 2016-10-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5844607)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5844607.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
