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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| NJ | RA | APPROVED | 2019-03-26 |
| TX | RA | APPROVED | 2019-03-22 |
| WA | RA | APPROVED | 2019-03-22 |
Branch Locations
3777 Long Beach Blvd., 5Th Floor, Long Beach, CA 90807 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Long Beach | CA | 11/2010 | Present |
| Independent Financial Partners | Long Beach | CA | 11/2010 | 03/2019 |
| Global Retirement Partners, Llc | Long Beach | CA | 03/2019 | Present |
1. 11/17/2010 - NON-VARIABLE INSURANCE - PROPERTY & CASUALTY - TIME SPENT 20% - LONG BEACH, CA. 2. 11/17/2010 - NON-VARIABLE INSURANCE - BRYSON AGENCY, INC. - OWNED WHOLLY BY TRENT. NO SECURITIES COMMISSIONS FLOW THROUGH THIS ENTITY. THIS COMPANY HANDLES GROUP MEDICAL SALES. - TIME SPENT 25% - LONG BEACH, CA. 3. 12/10/2010 - Bryson Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 06/06/2011 - NON-VARIABLE INSURANCE - BRYSON FINANCIAL - LIFE INSURANCE, P & C, HEALTH, GROUP MEDICAL SALES. - LONG BEACH, CA 5. 9/27/2013 - INSTRUCTOR - CALIFORNIA STATE UNIVERSITY LONG BEACH - INSTRUCTOR AT CALIFORNIA STATE UNIVERSITY LONG BEACH FOR THE HUMAN RESOURCES MANAGEMENT CERTIFICATE PROGRAM. - TIME SPENT 5% - LONG BEACH, CA. 6. 05/27/2014 - Outbreak Soccer Centers - IVN REL - Other-New Company - 5% TIE SPENT - I am joining an LLC that runs an indoor soccer center 7. 6/13/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/22/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 03/22/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 6/13/2019 - Global Retirement Partners LLC - DBA: (Hybrid) Bryson Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/22/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 03/22/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 4/24/2020 - Culture Works, LLC - Not Investment Related - Location/Address: N/A - For-Profit Board Member - Started 04/01/2020 - 10 Hours Per Month/2 Hours During Securities Trading - 10 Hours Per Month/0 Hours During Securities Trading - Board position and partner role in an HR company called Culture Works. They will be a fractional HR services company. 10. 1/25/2023 - Midwest Holdings - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 11/17/2022 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-14 |
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