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Glenn Ray Wolfson

Wolfson Wealth Management

Isleton, CA

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Current Employers
Wolfson Wealth Management

Isleton, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-16
TX RA APPROVED_RES 2024-07-09
  • CA RA
    APPROVED
    Since 2025-12-16
  • TX RA
    APPROVED_RES
    Since 2024-07-09

Branch Locations

Isleton, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ceridian Minneapolis MN 09/2008 Present
Wolfson Wealth Management Isleton CA 05/2011 Present
Delta Brokers Isleton CA 01/2012 Present
  • 09/2008 → Present
    Ceridian
    Minneapolis, MN
  • 05/2011 → Present
    Isleton, CA
  • 01/2012 → Present
    Delta Brokers
    Isleton, CA
Other Businesses

CERIDIAN, 3311 E. OLD SHAKOPPEE RD. MINNEAPOLIS, MN, NON-INVESTMENT RELATED. SOLUTIONS CONSULTANT. HR,PAYROLL,TAX FILING. 09/2008 TO PRESENT, 173 HRS/MONTH. DUTIES INCLUDE TRADE SHOWS, CUSTOMER DEMO, TRAINING AND CONSULTING. DELTA BROKERS; NOT INVESTMENT RELATED; 111 Oxbow Marina Drive Isleton, CA 95641; REAL ESTATE; BROKER; 01/2012;4HRS PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS; REAL ESTATE BROKER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-02
  • S65 Uniform Investment Adviser Law Examination
    2011-05-02

View on SEC IAPD

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