Brett Cole Sanner

Current Employers

Employment History

• 09/2001 → Present
  Raymond James Financial Services, Inc
  Upland, CA
• 08/2003 → Present
  Independent Insurance Sales
  Upland, CA
• 08/2003 → Present
  Independent Health Insurance Sales
  Upland, CA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Upland, CA
• 03/2009 → Present
  Sanner Financial Services
  Upland, CA
• 01/2012 → Present
  Sanner Capital Management, Llc
  Upland, CA

Other Businesses

(1) Name of Business: Insurance Planning Advisors A Division of The Pinnacle Group Address: 1125 East 16th Street, Upland, CA, 91784, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 02/07/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Indexed annuities (2) Name of Business: n/a Address: 946 W Westridge Ct, Upland, CA, 91786, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Real Estate property. (3) Name of Business: NA Address: 1125 E 16th St Ste 1, Upland, CA, 91784, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/19/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: agent

Exams

• S66 Uniform Combined State Law Examination
  2014-01-17
• S63 Uniform Securities Agent State Law Examination
  1994-02-14