Bradley Michael Sorenson
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
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Diversified Portfolios, Inc.Sep 2022 to now
- Rochester Wealth StrategiesJul 2021 to Aug 2022
- Jobin Financial, Inc.Dec 2020 to Jun 2021
- Equitable Advisors, LLCJul 2020 to Nov 2020
- Northwood UniversityJul 2018 to May 2020
- Ferris State UniversityJul 2017 to May 2018
- Rochester CollegeJul 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Diversified Portfolios, Inc.
Legal name: Diversified Portfolios Inc
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.
- 7273188
- 108942