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501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2023-06-06 |
Branch Locations
501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jw Harrison Financial Advisors | Walnut Creek | CA | 08/2014 | 06/2020 |
| Lodestar Private Asset Management Llc | Alamo | CA | 06/2020 | 06/2023 |
| Modern Financial Planning, Llc | Oakland | CA | 06/2023 | Present |
Bryan is a minority shareholder in Lodestar Private Asset Management, LLC, a Registered Investment Advisor. Lodestar is located at 3201 Danville Blvd, Suite 275, Alamo, CA 94507. Bryan was an employee at Lodestar from 06/2020 to 05/2023. He expects to sell his stake in the business by 12/31/2023. Other than a minority ownership stake, Bryan is not involved in the business in any way and allocates 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-13 |
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