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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 | 2024-10-14 |
| IA | RA | APPROVED | 2024-10-13 |
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Des Moines | IA | 08/2007 | 08/2024 |
| Principal Securities | Des Moines | IA | 12/2011 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Des Moines | IA | 08/2024 | 10/2024 |
| Bank Of America, N.A. | West Des Moines | IA | 09/2024 | 10/2024 |
| Lpl Financial Llc | Long Beach | CA | 10/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2024 | Present |
1- 10/2024 / BRYSON WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 10/2024 / Real Estate Rental / Real Estate Rental / Investment Related / West Des Moines, IA / Start date: 9/1/13 3- 10/18/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/7/24 - 160 Hours per Month/ 8 Hours During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2024. 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- 10/25/2024 - BRYSON WEALTH MANAGEMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/7/24 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-28 |
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