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8814 Huntington Drive, San Gabriel, CA 91775-1271 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-26 |
Branch Locations
8814 Huntington Drive, San Gabriel, CA 91775-1271 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northwestern Mutual Life Ins. Co. | Milwaukee | WI | 01/1987 | Present |
| Grattan Financial Strategies, Inc (Ria) | San Gabriel | CA | 10/1989 | Present |
| Grattan Financial Securities, Inc. | San Gabriel | CA | 06/1997 | Present |
| Bb Graham & Co | Orange | CA | 08/2004 | Present |
GEORGENE M GRATTAN IS EMPLOYED BY THE INVESTMENT ADVISORY FIRM OF GRATTAN FINANCIAL STRATEGIES, INC, AS PRESIDENT AND CEO. ACCOUNTING AND MANAGEMENT FUNCTION DURING VARIOUS HOURS OF THE DAY. 50% SHAREHOLDER IN GRATTAN ENTERPRISES, INC, A FOOD COMPANY THAT PRODUCES CHOCOLATE, PASTRIES, JAMS, JELLIES. 30 HRS/MONTH. GEORGENE ALSO OWNS GIGI'S FINE CHOCOLATES AS A CHEF AND CHOCOLATIER, ABOUT 1 OR 2 HOURS A WEEK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-04-13 |
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