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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-07-15 |
| CA | RA | APPROVED | 2026-07-14 |
| KY | RA | APPROVED | 2026-07-14 |
| FL | RA | APPROVED | 2025-05-06 |
| AL | RA | APPROVED | 2025-02-14 |
| MN | RA | APPROVED | 2025-02-14 |
| NY | RA | APPROVED | 2025-02-14 |
| TN | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
3011 Armory Drive, #250, Nashville, TN 37204 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale Patners, Llc | Nashville | TN | 03/2009 | 05/2018 |
| Iic | Bloomfield Hills | MI | 06/2014 | 05/2018 |
| Janney Montgomery Scott Llc | Franklin | TN | 05/2018 | 02/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2025 | Present |
| Hub International | Chicago | IL | 02/2025 | Present |
1) Junior Achievement of Middle Tennessee; Investment related; 120 Powell Place, Nashville, TN 37204; Board Member; 04/01/2018; 1 hr month/0hrs trading day; Advise the Board 2) Real Assets Advisor Magazine, San Ramon, CA. Editorial Advisory Board Member (02/2024) - Suggestions of topics of interest for industry consumption related to real and alternative investments. Not investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-03 |
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