Bret James Robertson is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with GLEAN FINANCIAL, INC..
| Firm | From | To | Current |
|---|---|---|---|
| GLEAN FINANCIAL, INC. | 2024-02-20 | present | Yes |
| GRADIENT ADVISORS, LLC | 2022-03-03 | 2024-04-05 | — |
| CENTER STREET ADVISORS, INC. | 2021-07-30 | 2022-03-04 | — |