Best Investors Account Sign in
Inactive

Garrett Dean Faulconer

Connective Wealth Partners, LLC

Fullerton, CA

Farmingdale, NY

CRD 7896491

Claim This Profile
Employer firm

Connective Wealth Partners, LLC CRD 335624

$77.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Connective Wealth Partners, Llc

Farmingdale, NY • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-02
  • CA RA
    APPROVED
    Since 2025-06-02

Branch Locations

Fullerton, CA • United States

Farmingdale, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Financial Gym Briarcliff Manor NY 02/2020 05/2025
Fg Advisory Services, Llc Fullerton CA 01/2024 Present
5.11 Tactical Irvine CA 03/2018 02/2020
South Coast Community Services Costa Mesa CA 04/2012 02/2018
Connective Wealth Partners, Llc Fullerton CA 06/2025 Present
  • 02/2020 → 05/2025
    The Financial Gym
    Briarcliff Manor, NY
  • 01/2024 → Present
    Fg Advisory Services, Llc
    Fullerton, CA
  • 03/2018 → 02/2020
    5.11 Tactical
    Irvine, CA
  • 04/2012 → 02/2018
    South Coast Community Services
    Costa Mesa, CA
  • 06/2025 → Present
    Fullerton, CA
Previous Registrations
  • 2024-04-09 → 2025-08-19
    Fg Advisory Services, Llc.
    New York, NY
    Henderson, NV
    Anaheim, CA
    Fullerton, CA
Other Businesses

1) On a temporary basis, Garrett Faulconer will be dually registered as an investment advisor representative with Connective Wealth Partners, LLC and FG Advisory Services, LLC. Connective Wealth Partners, LLC and FG Advisory Services, LLC are not affliated entities, and this dual registration is strictly for transitional purposes only. 2) The Financial Gym; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activity with Connective Wealth Partners, LLC; Investment Advisor Representative; Start date: 05/2025; Full-time position.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-09
  • S65 Uniform Investment Adviser Law Examination
    2024-03-09
Other Names
  • Garrett Faulconer

View on SEC IAPD

More in Fullerton, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor