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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-02 |
| CA | RA | APPROVED | 2026-04-02 |
Branch Locations
1880 E River Road Suite 200, Tucson, AZ 85718 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2020 |
| Cbiz | Cleveland | OH | 03/2020 | 03/2025 |
| Lpl Financial Llc | Tucson | AZ | 03/2025 | 04/2026 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2025 | 04/2026 |
| Wellth Advisory Services Llc | Shorewood | IL | 04/2026 | Present |
| Strategic Retirement Partners | Shorewood | IL | 04/2026 | Present |
03/2025 / JUST THROW STRIKES LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 05/05/2021; 03/2025 - Bryson Wealth Management - investment related, 160 hrs/mth; 04/2026 - Strategic Retirement Partners - DBA WELLth Advisory Services, LLC; investment advisory services; 04/2026 - EnGaged Solutions LLC - business entity for tax, business and investment purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-29 |
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