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Brianna Nicole Hasbrook

Mariner

San Fracisco, CA

San Rafael, CA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-04
  • CA RA
    APPROVED
    Since 2025-11-04

Branch Locations

1345 Clement St. Unit 301, San Fracisco, CA 94118 • United States

899 Northgate Dr., San Rafael, CA 94903 • 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
Saint Mary'S College Moraga CA 08/2016 07/2017
Shone Asset Management Walnut Creek CA 01/2018 06/2018
Shone Asset Management Walnut CA 07/2018 10/2022
Saint Mary'S College Moraga CA 06/2014 06/2018
Allworth Financial Walnut Creek CA 01/2018 08/2022
Na Na CA 08/2012 01/2018
Defined Financial Planning Llc Alameda CA 08/2022 11/2025
Mariner Overland KS 11/2025 Present
  • 08/2016 → 07/2017
    Saint Mary'S College
    Moraga, CA
  • 01/2018 → 06/2018
    Shone Asset Management
    Walnut Creek, CA
  • 07/2018 → 10/2022
    Shone Asset Management
    Walnut, CA
  • 06/2014 → 06/2018
    Saint Mary'S College
    Moraga, CA
  • 01/2018 → 08/2022
    Allworth Financial
    Walnut Creek, CA
  • 08/2012 → 01/2018
    Na
    Na, CA
  • 08/2022 → 11/2025
    Defined Financial Planning Llc
    Alameda, CA
  • 11/2025 → Present
    Mariner
    Overland, KS
Previous Registrations
  • 2022-08-19 → 2025-11-26
    Defined Financial Planning Llc
    Novato, CA
  • 2021-05-03 → 2022-08-08
    Allworth Financial, L.P.
    Walnut Creek, CA
  • 2019-01-31 → 2021-08-18
    Shone Wealth Management
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-31
  • S65 Uniform Investment Adviser Law Examination
    2019-01-31
Other Names
  • Brianna Nicole Gutierrez
  • Brianna Nicole Gutierrez
  • Brianna Nicole Hasbrook

View on SEC IAPD

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