Charlie Larson has been an investment adviser representative at Bradley Wealth since February 2026, and is not listed among the firm’s executive officers or direct owners.
Bradley Wealth LLC is a Scottsdale, AZ firm with $197M under management, 204 clients and 5 advisers in one office, as of its March 2026 filing.
Charlie Larson’s longest registration was 2 years at J.P. Morgan Securities LLC (2023–2025). Before joining Bradley Wealth in 2026, Charlie Larson was registered through J.P. Morgan Securities LLC and Securian Financial Services, Inc.
- Bradley Wealth LLCCurrent– present · under a yearScottsdale, AZ · Adviser representative · Firm CRD 131808
- J.P. Morgan Securities LLC– · 2 yearsTempe, AZ · Adviser representative · Firm CRD 79
- Securian Financial Services, Inc.– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Charlie Larson is registered as an investment adviser representative in Arizona, since February 2026.
- ArizonaSince 18 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 September 2021 |
| Series 7TO | General Securities Representative Examination | 14 June 2021 |
| SIE | Securities Industry Essentials Examination | 7 June 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7366157
- Firm
- Bradley Wealth · CRD 131808
- Office
- 16430 N. SCOTTSDALE ROAD, SUITE 230, Scottsdale, AZ 85254
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Charlie Larson work?
Charlie Larson is an investment adviser representative registered through Bradley Wealth LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Charlie Larson a financial advisor?
Yes. Charlie Larson has a current investment-adviser registration in Arizona, through Bradley Wealth since February 2026.
How many years of experience does Charlie Larson have?
Charlie Larson has 4 years in the financial industry, since January 2022, across 3 adviser firms.
What exams has Charlie Larson passed?
Charlie Larson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2021.
Where did Charlie Larson work before Bradley Wealth?
Before Bradley Wealth, Charlie Larson was registered through J.P. Morgan Securities LLC, October 2023 to October 2025; Securian Financial Services, Inc., October 2021 to December 2021.
Where is Charlie Larson based?
Charlie Larson’s registered office is in Scottsdale, AZ.
Is Charlie Larson registered with FINRA?
No. Charlie Larson has no current broker registration.
How can I verify Charlie Larson’s record?
Search CRD 7366157 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charlie Larson’s full registration record.