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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-14 |
| CA | RA | APPROVED | 2014-10-04 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
3777 Long Beach Blvd. Ste. 500, Long Beach, CA 90807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 401K Advisors Usa | Capistrano Beach | CA | 03/2003 | 03/2018 |
| Lpl Financial Llc | Carlsbad | CA | 11/2010 | 11/2018 |
| Global Retirement Partners Llc | Carlsbad | CA | 10/2014 | Present |
Name of business: Bryson Financial (dba for GRP business.) Whether the business is investment-related: Investment related. Address of the other business: 3777 Long Beach Blvd. 5th Floor, Long Beach, CA 90807. Nature of the other business: Investment advisory services. Title, or relationship with the other business: Advisor. Start Date: 10/2023. The approximate number of hours/month devoted to this business: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-05 |
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