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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 | 2022-09-01 |
| TX | RA | APPROVED | 2022-09-01 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance | Milwaukee | WI | 11/2006 | 07/2021 |
| Northwestern Mutual Investment Services, Llc | Orange | CA | 03/2010 | 07/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 07/2021 |
| Lpl Financial, Llc | Long Beach | CA | 07/2021 | Present |
| Global Retirement Partners, Llc | Long Beach | CA | 07/2021 | Present |
1) 2021 - DBA for LPL Business (entity for LPL business) - Bryson Wealth Management - Investment Related - Long Beach, CA 90807 2) 2017 - Business Entity For Tax/Investment Purposes Only - DIETTE INSURANCE AND FINANCIAL SERVICES, INC. - Not Investment Related - Seal Beach, CA 3) 7/20/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 2006 - 10 Hours Per Month - Selling life, disability, LTC. 4) 7/27/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 7/2021. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-25 |
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