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Bret James Robertson

Glean Financial, Inc.

Chattanooga, TN

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Current Employers
Glean Financial, Inc.

1301 Riverfront Pkwy, Suite 103, Chattanooga, TN 37402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-10
TN RA APPROVED 2025-12-10
TX RA APPROVED 2024-02-29
GA RA APPROVED 2024-02-20
  • FL RA
    APPROVED
    Since 2025-12-10
  • TN RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2024-02-29
  • GA RA
    APPROVED
    Since 2024-02-20

Branch Locations

1301 Riverfront Pkwy, Suite 103, Chattanooga, TN 37402 • 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
Center Street Securities Dba Texas Financial Pasadena CA 06/2021 03/2022
Western Asset Pasadena TN 07/2011 06/2021
Center Street Advisors Nashville TN 07/2021 03/2022
Gradient Advisors Llc Arden Hills MN 03/2022 05/2024
Bret Robertson-Sole Proprietor Chatanooga TN 09/2021 Present
Glean Financial Inc. Chatanooga TN 10/2023 Present
Glean Financial Inc. Chatanooga TN 02/2024 Present
  • 06/2021 → 03/2022
    Center Street Securities Dba Texas Financial
    Pasadena, CA
  • 07/2011 → 06/2021
    Western Asset
    Pasadena, TN
  • 07/2021 → 03/2022
    Center Street Advisors
    Nashville, TN
  • 03/2022 → 05/2024
    Gradient Advisors Llc
    Arden Hills, MN
  • 09/2021 → Present
    Bret Robertson-Sole Proprietor
    Chatanooga, TN
  • 10/2023 → Present
    Glean Financial Inc.
    Chatanooga, TN
  • 02/2024 → Present
    Glean Financial Inc.
    Chatanooga, TN
Previous Registrations
  • 2022-03-03 → 2024-04-05
    Gradient Advisors, Llc
    Chattanooga, TN
    Arden Hills, MN
  • 2021-07-30 → 2022-03-04
    Center Street Advisors, Inc.
    San Antonio, TX
    Chattanooga, TN
Other Businesses

Independent Insurance Agent; started 09/2021; approximately 20% of time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30
Designations
Other Names
  • Robertson

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
AMERIPRISE FINANCIAL SERVICES, LLC · Chattanooga, TN

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