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Bradley Trent Covey

Investment Adviser Representative at AVIDIAN WEALTH SOLUTIONS

Houston, TXCRD #2758177Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
5 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bradley Trent Covey has worked in the securities industry since 1997. They are registered to provide investment advisory services in Colorado, Florida, New York, South Carolina, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
ColoradoFloridaNew YorkSouth CarolinaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/22/1998
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/14/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Avidian Wealth Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVIDIAN WEALTH SOLUTIONSCurrent
10/10/2018Houston, TX
J.P. MORGAN SECURITIES LLC
10/1/201210/23/2018Houston, TX
CHASE INVESTMENT SERVICES CORP.
4/13/200510/1/2012Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradley Trent Covey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Bradley Trent Covey - Financial Advisor in Houston, TX | AdvisorFinder