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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 | 2026-03-03 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Manhattan Beach | CA | 08/2016 | 03/2020 |
| U.S. Bancorp Investments, Inc. | Paramount | CA | 08/2016 | 04/2022 |
| Sagepoint Financial | Torrance | CA | 04/2022 | 09/2023 |
| The Ameriflex Group, Inc. | Torrance | CA | 04/2022 | 03/2026 |
| Osaic Wealth, Inc. | Torrance | CA | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | 03/2026 |
| Lpl Financial Llc | Long Beach | CA | 03/2026 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2026 | Present |
1. 03/ 2026 - Bryson Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - Start Date 3/2/2026 2. 03/2026 - ARR Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading -Long Beach, CA - Start Date 03/02/2026 3. 03/11/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ during trading -I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 3/2026. 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. 4. 03/11/2026 - Bryson Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-05 |
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