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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-15 |
| NC | RA | APPROVED | 2021-03-05 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
10715 Sikes Place, Suite 100, Charlotte, NC 28277 • United States
4340 Redwood Highway Suite B60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-10-02 |
| NC | RA | APPROVED | 2018-10-01 |
Branch Locations
10706 Sikes Place, Suite 125, Charlotte, NC 28277 • United States
4340 Redwood Highway Suite B60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Charlotte | NC | 03/2015 | 10/2018 |
| Rpa Financial, Llc | San Rafael | CA | 10/2018 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2020 | Present |
(1) 03/09/2015: NO BUSINESS NAME - INV REL - 19 PEPPERVINE TRAIL BALD HEAD ISLAND NC 28461 - REAL ESTATE RENTAL - START 01/01/2009 1% OF TIME SPENT - RENTAL PROPERTY OWNER (2) 7/13/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:05/25/2018 - 1 Hours Per Month/1 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-10 |
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