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Bradley Donnel Gayheart

Yosemite Execution Partners Inc.

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About Bradley Donnel Gayheart

Bradley Donnel Gayheart is a financial advisor at Yosemite Execution Partners Inc. Bradley has a strong background in the financial services industry with over ten years of experience. Bradley holds a Series 7, Series 63, and Series 66 license. Bradley has experience working with clients in both the state of Florida and California.

Firm Information

Bradley Gayheart is currently registered with Yosemite Execution Partners Inc.. Yosemite Execution Partners Inc. is a Corporation formed on May 8, 2012 and approved in California, Colorado, Connecticut, Illinois, New Jersey, and New York. The firm has one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bradley Gayheart’s Registration & Firm History

CA

05/08/2024 - Present

Yosemite Execution Partners Inc. (LAFAYETTE CA)

FL

01/30/2023 - 03/14/2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SARASOTA FL)

FL

06/14/2022 - 01/13/2023

THE LEADERS GROUP, INC. (Sarasota FL)

FL

12/11/2017 - 04/15/2019

PRUCO SECURITIES, LLC. (SARASOTA FL)

FL

01/18/2017 - 12/08/2017

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Sarasota FL)

OH

10/15/2015 - 01/23/2017

ARBOR COURT CAPITAL, LLC (BROADVIEW HEIGHTS OH)

FL

09/09/2011 - 11/20/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ST PETERSBURG FL)

CA

09/25/2009 - 08/22/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEAL BEACH CA)

CA

05/08/2009 - 09/22/2009

WADDELL & REED, INC. (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 02/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Donnel Gayheart.
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