Financial advisor
BRADFORD TAYLOR HARDY
At Corient · Tulsa, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Capital Advisors | Capital Advisors | Corient | Acquisition | May 13, 2026 | $7.8B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CORIENT | Investment adviser | July 6, 2026 | Current |
| CAPITAL ADVISORS, INC. | Investment adviser | August 29, 2024 | July 17, 2026 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Investment adviser | December 1, 2020 | August 9, 2024 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | November 6, 2020 | August 9, 2024 |
| ADVICE AND PLANNING SERVICES | Investment adviser | November 27, 2018 | November 13, 2020 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Broker-dealer | November 27, 2018 | November 13, 2020 |
| TD AMERITRADE, INC. | Investment adviser | February 27, 2018 | November 6, 2018 |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Investment adviser | February 26, 2018 | November 6, 2018 |
| TD AMERITRADE, INC. | Broker-dealer | February 26, 2018 | November 6, 2018 |
| SCOTTRADE INVESTMENT MANAGEMENT | Investment adviser | February 9, 2017 | February 26, 2018 |
| SCOTTRADE, INC. | Broker-dealer | August 19, 2014 | February 26, 2018 |
| PFS INVESTMENTS INC. | Broker-dealer | July 1, 2014 | August 21, 2014 |
| TD AMERITRADE, INC. | Broker-dealer | November 15, 2011 | July 10, 2012 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.