Brian Richard Tinker

Current Employers

Employment History

• 07/2006 → 07/2019
  Penniall & Associates, Inc.
  Pasadena, CA
• 08/2009 → 12/2018
  United Planners' Financial Services
  Scottsdale, AZ
• 10/2002 → Present
  Brian Tinker
  Torrance, CA
• 06/2006 → 07/2019
  Penniall & Associates
  Torrance, CA
• 01/2019 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2019 → 09/2020
  Bridge Advisory
  Pasadena, CA
• 09/2020 → 07/2021
  Wealthshield Partners Dba Tinker Capital
  Pasadena, CA
• 05/2004 → Present
  Warner Pacific
  Westlake Village, CA
• 07/2021 → 01/2026
  Org Partners
  Torrance, CA
• 01/2026 → Present
  Ascentis Independent Advisors
  Dallas, TX

Previous Registrations

• 2021-07-08 → 2026-01-05
  Org Partners
  Dallas, TX
  Torrance, CA
• 2020-09-25 → 2021-07-30
  Wealthshield Partners, Llc
  Torrance, CA
• 2008-10-21 → 2020-09-25
  Bridge Advisory Llc
  Pasadena, CA
  Pasadena, CA
• 2007-10-15 → 2013-09-05
  Pension Architects Advisory Group, Llc
  El Segundo, CA
  Pasadena, CA
  Pasadena, CA
• 2006-07-27 → 2008-11-20
  Penniall & Associates, Inc.
  Pasadena, CA
• 2004-05-20 → 2006-09-21
  Nwf Advisory Services Inc
  Sierra Madre, CA
• 2005-06-02 → 2006-08-22
  Osaic Wealth, Inc.
  Seirra Madre, CA
  Sierra Madre, CA
• 2002-08-21 → 2004-04-19
  Lpl Financial Llc
  Sierra Madre, CA

Other Businesses

1) Ascentis Independent Advisors DBA Tinker Capital. Investment Related. At registered branch address. RIA. Financial Advisor. Start 01/2026. 160 hours per month, 120 during trading hours. Advise clients how to structure their finances to meet their stated goals. 2) BRIAN TINKER INDEPENDENT INSURANCE - INSURANCE BROKER - NON-VARIABLE INSURANCE SALES - TORRANCE, CA - SINCE 10/2002 - INVESTMENT RELATED 3)PKS FINANCIAL. INVESTMENT RELATED BUSINESS. LOCATED AT 80 STATE ST, ALBANY NY 12207. FIXED/TRADITIONAL INSURANCE. TITLE IS AGENT. STARTED 02/19. 6 HRS/MO. DUTIES ARE SALE OF FIXED/TRADITIONAL INSURANCE PRODUCTS. REVIEW CLIENT FINANCIAL NEEDS AS THEY RELATE TO PROTECTING THIER ASSETS AND/OR REPLACE ANY LOST INCOME AND RECOMMEND THE APPROPRIATE INSURANCE TO ACCOMPLISH THIS GOAL. 4) American Martyrs. Not Investment Related. 1701 Laurel Avenue, MB, CA 90266. Grammar School. Fundraiser. Start 01/2020. 10 hours per month not during trading. Contact families of the school to make charitable donations to benefit the school. 5) Warner Pacific. Not Investment Related; start date: 05/2004; General agent in the Medicare insurance space; Assists those eligible for Medicare to select appropriate plans to meet their health care coverage needs. 32110 Agoura Rd., Westlake Village, CA 91361; Devotes 3 hours per week(more during open enrollment, 10/15-12/7, 6-8 per week), None during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-19
• S63 Uniform Securities Agent State Law Examination
  2000-08-26

Designations

Other Names

• Brian R. Tinker