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BRADFORD FINANCIAL SERVICES CORP

· CRD 133220 · IAPD ↗ · bradfordfinancialservices.com · 978-809-2338

$261.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
March 2025 — BRADFORD FINANCIAL SERVICES CORP filed an Item 4A succession naming BRADFORD FINANCIAL SERVICES, INC. (CRD 133220) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
March 2025 — BRADFORD FINANCIAL SERVICES, INC. is now doing business as BRADFORD FINANCIAL SERVICES CORP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.