Timothy P. Bradley

DYNAMIC TRADING MANAGEMENT.

White Plains, NY 10601

Some features on this profile are disabled

CRD#: 2112300

Professional summary

Timothy P Bradley Jr, who also goes by T Paul Bradley Jr, Tim Bradley, Timothy Paul Bradley Jr, is a registered financial advisor currently at DYNAMIC TRADING MANAGEMENT, LLC. located in White Plains, New York and CABOT LODGE SECURITIES LLC located in White Plains, New York.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Timothy has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

T Paul Bradley Jr | Tim Bradley | Timothy Paul Bradley Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TIM BRADLEY AGENCY; OWNER; 245 MAIN ST SUITE 440 WHITE PLAINS NY 10601, 6/2007, SALE OF FIXED PRODUCTS- INVESTMENT RELATED. 6 HRS/WK. Transactional business related to broker dealer and insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P Bradley Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 20, 2023 - Present

DYNAMIC TRADING MANAGEMENT, LLC.

Office #1: 245 Main Street 4th Floor, White Plains, NY 10601

RIA

CRD#: 142638

White Plains, NY

Current

June 27, 2013 - Present

CABOT LODGE SECURITIES LLC

Office #1: 245 Main Street 4th Floor, White Plains, NY 10601

CRD#: 159712

White Plains, NY

Past

January 2, 2009 - July 3, 2013

ALLIED BEACON PARTNERS, INC.

CRD#: 46227

WHITE PLAINS, NY

Past

January 30, 2007 - December 31, 2008

ADVANCED PLANNING SECURITIES, INC.

CRD#: 14382

WHITE PLAINS, NY

Past

February 21, 2006 - February 1, 2007

CLARK DODGE & CO., INC.

RIA

CRD#: 23288

WHITE PLAINS, NY

Past

February 20, 2006 - February 1, 2007

CLARK DODGE & CO., INC.

CRD#: 23288

WHITE PLAINS, NY

Past

December 16, 1998 - March 6, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WHITE PLAINS, NY

Past

September 3, 1991 - December 8, 1998

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

January 11, 1991 - September 6, 1991

CPC SECURITIES CORPORATION

CRD#: 8461

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DYNAMIC TRADING MANAGEMENT, LLC.

CRD#: 142638 / SEC#: 801-67375

RIA

Registered Investment Advisory firm - (12/11/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/27/2013)

Connecticut
(6/27/2013)

Florida
(6/27/2013)

Georgia
(10/12/2021)

Maryland
(6/27/2013)

Nevada
(6/17/2019)

New Hampshire
(6/27/2013)

New Jersey
(6/27/2013)

New Mexico
(6/27/2013)

New York
(6/27/2013)

IAR

New York
(3/20/2023)

North Carolina
(8/5/2013)

Pennsylvania
(6/27/2013)

South Carolina
(10/24/2016)

Tennessee
(4/16/2025)

Texas
(6/27/2013)

IAR

Texas
(12/4/2023)

Virginia
(6/30/2021)

Washington
(4/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/17/2021

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/23/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/21/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/2/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/15/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/10/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/8/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

DYNAMIC TRADING MANAGEMENT, LLC.

CRD#: 142638 / SEC#: 801-67375

RIA

Registered Investment Advisory firm - (12/11/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

245 Main Street 4th Floor, White Plains, NY 10601

Mailing Address

Phone number

(914) 220-9404

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DTM - ADV 2A2B - JULY 2025 (7/30/2025)

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 103,213,021

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Anita Srivastava

MORGAN STANLEY

IAR

Paramus, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy P. Bradley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P Bradley Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

ALLIED BEACON PARTNERS, INC.

ADVANCED PLANNING SECURITIES, INC.

CLARK DODGE & CO., INC.

CLARK DODGE & CO., INC.

CITIGROUP GLOBAL MARKETS INC.

NATHAN & LEWIS SECURITIES, INC.

CPC SECURITIES CORPORATION

Primary Firm SEC Registration

DYNAMIC TRADING MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2021

Series 65

Date: 2/23/2006

Series 63

Date: 1/21/1991

SIE

Date: 10/1/2018

Series 3

Date: 10/2/2003

Series 7

Date: 4/15/1992

Series 6

Date: 1/10/1991

Series 24

Date: 5/8/2007

FINRA

Current Firm

DYNAMIC TRADING MANAGEMENT, LLC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DYNAMIC TRADING MANAGEMENT, LLC.

TRUST BUT VERIFY

Contact information

Similar Advisors