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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
Branch Locations
3777 Long Beach Blvd. 5Th Floor, Long Beach, CA 90814 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Long Beach | CA | 11/2010 | Present |
| Independent Financial Partners | Long Beach | CA | 06/2011 | 03/2019 |
| Global Retirement Partners, Llc | Long Beach | CA | 03/2019 | Present |
(1) 02/07/2013: UNION CENTRAL LIFE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 25% OF TIME SPENT - INSURANCE AGENT. INS TYPES: LIFE, DISABILITY, FIXED ANNUITIES (2) 09/25/2013: BRYSON WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (3) 6/21/2019 - Global Retirement Partners LLC - DBA: (HYBRID) Bryson Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/02/2011 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 06/02/2011. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 04/27/2022 - No Business Name - Not Investment Related - Long Beach, CA 90814 - Non-Variable Insurance - Producer - Start Date - 03/01/2022 - 20 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
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