Bradley Thomas
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Midwest Capital Advisors, LLCJul 2025 to now
- JPMorgan Chase Bank NAApr 2023 to Jul 2025
- JPMorgan Securities LLCApr 2023 to Jul 2025
- Charles Schwab & Co IncJun 2021 to Mar 2023
- Charles Schwab Bank, SSBJun 2021 to Mar 2023
- UnemployedFeb 2021 to May 2021
- TD AmeritradeJun 2019 to Jan 2021
- Lisa Sands State Farm AgencyJan 2017 to Jun 2019
- Olivet CollegeAug 2015 to May 2019
- Tim HortonsAug 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Midwest Capital Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7146147
- 125389