Bret C. Schaffer
Professional summary
Bret Conner Schaffer is a registered financial professional currently at CEIBA FINANCIAL, LLC located in Orange, California.
Bret is registered as a RR (Registered Representative) and started their career in finance in 2011. Bret has worked at 5 firms and has passed the Series 66, Series 82TO, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Bret Conner Schaffer's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2025 - Present
CEIBA FINANCIAL, LLC
Office #1: 2117 W Orangewood Ave, Orange, CA 92868May 22, 2019 - February 10, 2023
MIT ASSOCIATES, LLC
July 6, 2018 - May 16, 2019
STONECREST CAPITAL MARKETS, INC.
January 19, 2016 - August 23, 2016
STILLPOINT CAPITAL, LLC
March 25, 2013 - December 31, 2015
BCC ADVISORY SERVICES, LLC
March 23, 2011 - March 26, 2015
BCC ADVISORY SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/26/2025)
Exams
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsFINRA
Current Firm
CEIBA FINANCIAL, LLC
CRD#: 298977 / SEC#: , 8-70236
Contact information
FINRA licenses (15 States and Territories)
Documents
Red Flags
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