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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
| NV | RA | APPROVED | 2022-07-12 |
| CO | RA | APPROVED | 2022-07-07 |
| UT | RA | APPROVED | 2022-07-05 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
2200 S. Main Street, Suite 600, Salt Lake City, UT 84115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 12/2014 | 01/2019 |
| Mml Distributors Llc | Park City | UT | 12/2014 | 01/2019 |
| Resources Investment Advisors | Overland Park | KS | 02/2019 | 07/2022 |
| Triad Advisors | Norcross | GA | 03/2019 | 07/2022 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2022 | Present |
1)GBS Retire;investment related;465 S 400 E,Suite 300,Salt Lake City,UT 84111;401k/retirement plan consulting;financial advisor;1/24/2019;40 hrs/month;6.5 hrs during trading;financial advisor to corporate retirement plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-30 |
| S66 | Uniform Combined State Law Examination | 2000-10-24 |
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