Trent Dana Bryson, CFP | Financial Professional | Long Beach, California | GLOBAL RETIREMENT PARTNERS LLC

Professional summary

Trent Dana Bryson, CFP® is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Long Beach, California and LPL FINANCIAL LLC located in Long Beach, California.

Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Trent has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Insurance Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Business Succession Planning

Budgeting

Employee and Employer Plan Ben...

What is your minimum asset requirement?

1

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 11/17/2010 - NON-VARIABLE INSURANCE - PROPERTY & CASUALTY - TIME SPENT 20% - LONG BEACH, CA. 2. 11/17/2010 - NON-VARIABLE INSURANCE - BRYSON AGENCY, INC. - OWNED WHOLLY BY TRENT. NO SECURITIES COMMISSIONS FLOW THROUGH THIS ENTITY. THIS COMPANY HANDLES GROUP MEDICAL SALES. - TIME SPENT 25% - LONG BEACH, CA. 3. 12/10/2010 - Bryson Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 06/06/2011 - NON-VARIABLE INSURANCE - BRYSON FINANCIAL - LIFE INSURANCE, P & C, HEALTH, GROUP MEDICAL SALES. - LONG BEACH, CA 5. 9/27/2013 - INSTRUCTOR - CALIFORNIA STATE UNIVERSITY LONG BEACH - INSTRUCTOR AT CALIFORNIA STATE UNIVERSITY LONG BEACH FOR THE HUMAN RESOURCES MANAGEMENT CERTIFICATE PROGRAM. - TIME SPENT 5% - LONG BEACH, CA. 6. 05/27/2014 - Outbreak Soccer Centers - IVN REL - Other-New Company - 5% TIE SPENT - I am joining an LLC that runs an indoor soccer center 7. 6/13/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/22/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 03/22/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 6/13/2019 - Global Retirement Partners LLC - DBA: (Hybrid) Bryson Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/22/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 03/22/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 4/24/2020 - Culture Works, LLC - Not Investment Related - Location/Address: N/A - For-Profit Board Member - Started 04/01/2020 - 10 Hours Per Month/2 Hours During Securities Trading - 10 Hours Per Month/0 Hours During Securities Trading - Board position and partner role in an HR company called Culture Works. They will be a fractional HR services company. 10. 1/25/2023 - Midwest Holdings - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 11/17/2022 - 2 Hours Per Month/0 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Dana Bryson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

March 22, 2019 - Present

GLOBAL RETIREMENT PARTNERS LLC

Office #1: 3777 Long Beach Blvd. 5th Floor, Long Beach, CA, 90807

RIA

CRD#: 172011

Long Beach, CA

Current

November 30, 2010 - Present

LPL FINANCIAL LLC

Office #1: 3777 Long Beach Blvd 5th Floor, Long Beach, CA 90807Office #2: 100 Bayview Cir Ste 4400, Newport Beach, CA 92660

RIA

BD

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alabama
(4/22/2025)

RR

Arizona
(3/2/2015)

RR

Arkansas
(9/29/2022)

RR

California
(11/30/2010)

IAR

California
(3/22/2019)

IAR

Colorado
(3/8/2023)

RR

Colorado
(3/14/2023)

RR

District of Columbia
(9/6/2024)

RR

Florida
(6/15/2012)

RR

Georgia
(11/30/2010)

RR

Idaho
(2/23/2021)

RR

Illinois
(4/1/2022)

IAR

Kentucky
(3/22/2019)

RR

Louisiana
(1/21/2011)

RR

Maryland
(8/23/2023)

RR

Massachusetts
(11/30/2010)

RR

Michigan
(5/26/2015)

RR

Minnesota
(3/13/2025)

RR

Montana
(12/20/2022)

RR

Nevada
(3/9/2011)

IAR

Nevada
(4/3/2019)

RR

New Jersey
(11/30/2010)

IAR

New Jersey
(3/26/2019)

RR

New York
(12/13/2012)

RR

North Carolina
(12/1/2010)

RR

Ohio
(6/29/2022)

RR

Oregon
(11/30/2010)

RR

Pennsylvania
(5/18/2023)

RR

Tennessee
(7/19/2024)

RR

Texas
(11/30/2010)

IAR

Texas
(3/22/2019)

RR

Utah
(11/30/2010)

RR

Washington
(11/30/2010)

IAR

Washington
(3/22/2019)

RR

Wisconsin
(10/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Current Firm

GR

GLOBAL RETIREMENT PARTNERS LLC

CRD#: 172011 / SEC#: 801-80074

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

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Contact information

Main Address

4340 Redwood Highway Suite B-60, San Rafael, CA 94903

Mailing Address

Phone number

(415) 526-2753

Established

Firm type

Fiscal year end

# of Employees

448

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLOBAL RETIREMENT PARTNERS, LLC ADV 2A (3/31/2025)

GLOBAL RETIREMENT PARTNERS, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	30,235
AUM (Assets Under Management)	$ 143,416,430,435

Red Flags

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Firm Stability Insights

Trent D. Bryson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Dana Bryson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

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AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

CARILLON INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/14/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2000

FINRA

Current Firm

GLOBAL RETIREMENT PARTNERS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLOBAL RETIREMENT PARTNERS LLC

TRUST BUT VERIFY

Contact information

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