BT
Brian R. Tinker
ORG PARTNERS
Torrance, CA 90503
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CRD#: 4195989
BT
Professional summary
Brian Richard Tinker, AIF®, CFP®, who also goes by Brian R. Tinker, is a registered financial advisor currently at ORG PARTNERS located in Torrance, California and PURSHE KAPLAN STERLING INVESTMENTS located in Torrance, California.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brian has worked at 13 firms and has passed the Series 66, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian R. Tinker
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) ORG Partners DBA Tinker Capital. Investment Related. 3625 DEL AMO BLVD. SUITE 375 TORRANCE, CA 90503. RIA. Financial Advisor. Start 09/2020. 160 hours per month, 120 during trading hours. Advise clients how to structure their finances to meet their stated goals. 2) BRIAN TINKER INDEPENDENT INSURANCE - INSURANCE BROKER - NON-VARIABLE INSURANCE SALES - TORRANCE, CA - SINCE 10/2002 - INVESTMENT RELATED 3)PKS FINANCIAL. INVESTMENT RELATED BUSINESS. LOCATED AT 80 STATE ST, ALBANY NY 12207. FIXED/TRADITIONAL INSURANCE. TITLE IS AGENT. STARTED 02/19. 6 HRS/MO. DUTIES ARE SALE OF FIXED/TRADITIONAL INSURANCE PRODUCTS. REVIEW CLIENT FINANCIAL NEEDS AS THEY RELATE TO PROTECTING THIER ASSETS AND/OR REPLACE ANY LOST INCOME AND RECOMMEND THE APPROPRIATE INSURANCE TO ACCOMPLISH THIS GOAL. 4) American Martyrs. Not Investment Related. 1701 Laurel Avenue, MB, CA 90266. Grammar School. Fundraiser. Start 01/2020. 10 hours per month not during trading. Contact families of the school to make charitable donations to benefit the school. 5) Warner Pacific. Not Investment Related; start date: 05/2004; General agent in the Medicare insurance space; Assists those eligible for Medicare to select appropriate plans to meet their health care coverage needs. 32110 Agoura Rd., Westlake Village, CA 91361; Devotes 3 hours per week(more during open enrollment, 10/15-12/7, 6-8 per week), None during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Richard Tinker's 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®
Start date: 2007
Experience
Current
July 8, 2021 - Present
ORG PARTNERS
Office #1: 3625 Del Amo Blvd., Torrance, CA 90503RIA
CRD#: 312728
Torrance, CA
Current
February 1, 2019 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 3625 Del Amo Boulevard Suite 375, Torrance, CA 90503BD
CRD#: 35747
Torrance, CA
Past
September 25, 2020 - July 30, 2021
WEALTHSHIELD PARTNERS, LLC
RIA
CRD#: 169584
TORRANCE, CA
Past
October 8, 2009 - December 31, 2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
TORRANCE, CA
Past
October 21, 2008 - September 25, 2020
BRIDGE ADVISORY LLC
RIA
CRD#: 148282
PASADENA, CA
Past
July 22, 2008 - October 13, 2009
NRP FINANCIAL, INC.
BD
CRD#: 103717
PASADENA, CA
Past
October 15, 2007 - September 5, 2013
PENSION ARCHITECTS ADVISORY GROUP, LLC
RIA
CRD#: 145242
EL SEGUNDO, CA
Past
July 27, 2006 - November 20, 2008
PENNIALL & ASSOCIATES, INC.
RIA
CRD#: 121336
PASADENA, CA
Past
July 24, 2006 - July 23, 2008
OSAIC SERVICES, INC.
BD
CRD#: 133763
PASADENA, CA
Past
June 2, 2005 - August 22, 2006
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SIERRA MADRE, CA
Past
May 20, 2004 - September 21, 2006
NWF ADVISORY SERVICES INC
RIA
CRD#: 110410
SIERRA MADRE, CA
Past
April 22, 2004 - August 22, 2006
OSAIC WEALTH, INC.
BD
CRD#: 23131
SIERRA MADRE, CA
Past
August 21, 2002 - April 19, 2004
LPL FINANCIAL LLC
RIA
CRD#: 6413
SIERRA MADRE, CA
Past
July 26, 2002 - April 19, 2004
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
November 14, 2000 - April 19, 2001
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
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".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 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
Arizona(2/1/2019)
RR
Arkansas(4/17/2019)
RR
California(2/1/2019)
IAR
California(7/8/2021)
IAR
Colorado(8/29/2023)
RR
Georgia(3/24/2023)
RR
Idaho(2/1/2019)
RR
Indiana(3/24/2023)
RR
Maine(2/1/2019)
RR
Missouri(3/24/2023)
RR
Nevada(3/24/2023)
IAR
Nevada(9/5/2023)
RR
Oregon(2/1/2019)
RR
Texas(2/1/2019)
IAR
Texas(8/29/2023)
RR
Utah(2/1/2019)
RR
Washington(2/1/2019)
IAR
Washington(8/29/2023)
RR
Wisconsin(7/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
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Contact information
Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,747 |
| AUM (Assets Under Management) | $ 772,570,633 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
