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Bridge The Gap Retirement Planners CRD 316508
$49.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2655 First Street, Suite 250, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| AZ | RA | APPROVED | 2022-07-12 |
Branch Locations
2655 First Street, Suite 250, Simi Valley, CA 93065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Thousand Oaks | CA | 05/2016 | 08/2021 |
| Bridge The Gap Retirement Planners Llc | Simi Valley | CA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-15 |
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