Brian Joseph Rellihan

Current Employers

Employment History

• 07/2013 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Phoenix, AZ
• 12/2020 → Present
  Wise Wealth Partners, Llc
  Phoenix, AZ
• 01/2023 → Present
  Wise Tax Partners
  Phoenix, AZ
• 05/2023 → Present
  Grand Canyon University
  Phoenix, AZ

Previous Registrations

• 2013-07-31 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Tucson, AZ
  Phoenix, AZ
  Tucson, AZ
  Tucson, AZ
• 2008-07-21 → 2010-07-19
  Public Safety Financial/Galloway
  Mesa, AZ
• 2007-10-10 → 2008-06-27
  Cetera Advisors Llc
  Phoenix, AZ
  Mesa, AZ
• 2004-10-19 → 2007-06-05
  Edelman Financial Engines
  Phoenix, AZ

Other Businesses

1) Wise Tax Partners; investment related: No; Location: 10004 N 1st Dr phoenix AZ 85021 United States; Position Title: Owner/Enrolled Agent; Responsibilities Duties: Income tax preparation; Start date: 2023-01-01; Hours per month during trading hours: 1; Hours per month outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 5 2) JJ Swart ; Investment related: Yes; Location: 17220 N Boswell Blvd Ste 103 Sun City, AZ 85373; Description: Tax and accounting ; Position Title: Tax preparer; Responsibilities Duties: Income tax preparation; Start date: 2021-02-01; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10% 3) Rental homes; Investment related: No; Location: 10004 N 1st Dr Phoenix AZ 85021; Description: Address of business is my residence where I manage three rental homes: 4746 E Angela Dr Phoenix, AZ 85032, 4750 E Angela Dr Phoenix, AZ 85032, 28 Spring Creek Lane Galena, IL 61036; Position Title: Owner; Responsibilities Duties: Property management; Start date: 2006-01-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 15% 4) Grand Canyon University; Investment related: No; Location: 3300 W Camelback Rd Phoenix AZ 85017; Description: Higher education, accredited post-secondary education; Position Title: Adjunct Professor of Finance; Responsibilities Duties: Teaching college level finance; Start Date: 2023-05-24; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: .5%

Exams

• S66 Uniform Combined State Law Examination
  2013-07-29
• S63 Uniform Securities Agent State Law Examination
  2007-09-15

Designations