Director of Business Operations · KTF Investments, LLC
Peter R. Bradshaw
CRD 8224066 · Named on Form ADV at one SEC-registered adviser
At a glance
KTF Investments, LLC, an SEC-registered wealth manager based in Seal Beach, CA with $700 million in regulatory assets, lists Peter R. Bradshaw on its Form ADV as Director of Business Operations.
Firms and roles
- KTF Investments, LLCDirector of Business OperationsWealth manager · Seal Beach, CA · $700M in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jess D. SansoneOwner/partner, KTF Investments, LLC
- Joshua R. AxelOwner/partner, KTF Investments, LLC
- Karey A. WilliamsChief Compliance Officer, KTF Investments, LLC
- Melissa V. GodinezOwner/partner, KTF Investments, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.