Adam Gregory Werthmuller

21250 Hawthorne Blvd Suite 550, Torrance, CA 90503-5517 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-09-27
TX	RA	APPROVED	2024-09-27
CA	RA	APPROVED	2024-07-12

Branch Locations

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

Organization	City	State	From	To
Citigroup Global Markets Inc.	Los Angeles	CA	07/2023	05/2024
Tsg Wealth Management	Long Beach	CA	05/2022	08/2022
Vuori Clothing	Newport Beach	CA	06/2022	08/2022
Northwestern Mutual	Newport Beach	CA	05/2021	08/2021
The University Of Arizona	Tucson	AZ	08/2019	05/2023
Corona Del Mar High School (& Middle School)	Newport Beach	CA	09/2013	06/2019
Banyan Tree Securities, Llc	Torrance	CA	05/2024	Present
Banyan Tree Asset Management, Llc	Torrance	CA	05/2024	Present

07/2023 → 05/2024

Citigroup Global Markets Inc.

Los Angeles, CA
05/2022 → 08/2022

Tsg Wealth Management

Long Beach, CA
06/2022 → 08/2022

Vuori Clothing

Newport Beach, CA
05/2021 → 08/2021

Northwestern Mutual

Newport Beach, CA
08/2019 → 05/2023

The University Of Arizona

Tucson, AZ
09/2013 → 06/2019

Corona Del Mar High School (& Middle School)

Newport Beach, CA
05/2024 → Present

Banyan Tree Securities, Llc

Torrance, CA
05/2024 → Present

Banyan Tree Asset Management, Llc

Torrance, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-12
S63	Uniform Securities Agent State Law Examination	2023-08-11

Other Firms