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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
NV RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 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

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
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
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-23
  • S66 Uniform Combined State Law Examination
    2009-12-23

View on SEC IAPD

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