BA
Bradley Aaron Sayre
CRD 5278579
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Shared Vision Wealth Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shared Vision Wealth Group, Llc
Cco/Owner Of Llc · 25% – 50% · Oct 2024
-
Shared Vision Wealth Group, Llc
Owner Of Llc · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗