Investment adviser representative · Copperleaf Capital, LLC
Brad J. Playford
CRD 5501055 · Clover, SC
At a glance
Brad J. Playford is an investment adviser representative with Copperleaf Capital, LLC in Clover, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brad’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Copperleaf Capital, LLCSince July 2024Clover, SC · $282M in regulatory assets
- Brookstone Wealth Advisors, LLCSince April 2026Wheaton, IL · $0M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 6 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Brad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Copperleaf Capital, LLC
- Ryan G. PetersonClover · Certified Financial Planner, Chartered Financial Consultant
- Peter A. RossClover
- Colton T. StrawnClover · Certified Financial Planner
Every advisor at Copperleaf Capital, LLC →Copperleaf Capital, LLC: assets, clients and custodians →Financial advisors in Clover, SC →Every Copperleaf Capital, LLC advisor in Clover →Advisor Moves: who changed firms this week →