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24050 Madison St Ste 210, Torrance, CA 90505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
Branch Locations
24050 Madison St Ste 210, Torrance, CA 90505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Synergy Partners | Newport Beach | CA | 01/2018 | Present |
| Gregulation Inc. | Manhattan Beach | CA | 02/2014 | Present |
| Highland Mb Wealth Llc | Manhattan Beach | CA | 09/2018 | Present |
| Capital Synergy Partners | Newport Beach | CA | 08/2017 | Present |
GREGULATION INC.DBA GREG FALLON TAX 3701 HIGHLAND AVE., STE 301 MANHATTAN BEACH, CA 90266 CEO/TAX & ACCOUNTING EFFECTIVE: 04/2014 160 HOURS PER MONTH/6 HOURS PER MONTH DURING MARKET HOURS Gregory Andrew Fallon is an accountant and owner of Gregulation Inc. From time to time, may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. HMWL always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of HMWL in connection with such individual's activities outside of HMWL. HWML does not have signatory authority. Gregory Andrew Fallon is a registered representative of Capital Synergy Partners. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Highland MB Wealth LLC always acts in the best interest of the client, including with respect to the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any Highland MB Wealth LLC representative in such individual's outside capacities. Gregory Andrew Fallon is an investment adviser representative with another investment advisory firm; Capital Synergy Partners. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Highland MB Wealth LLC always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any Highland MB Wealth LLC representative in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
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