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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-03-28 |
| NC | RA | APPROVED | 2017-05-30 |
| CA | RA | APPROVED | 2014-09-23 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
390 Bridge Parkway, Suite 200, Redwood City, CA 94065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson & Dugan Insurance Services Corporation | Daly City | CA | 06/1983 | Present |
| Financial Telesis | San Rafael | CA | 12/2005 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 09/2014 | Present |
(1) 09/12/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - JOHNSON & DUGAN INSURANCE SERVICES CORPORATION - TIME SPENT 20% - DALY CITY, CA (2) 09/12/2014 - JOHNSON & DUGAN INSURANCE SERVICES CORPORATION - NON-VARIABLE INSURANCE - TIME SPEN 80% - DALY CITY, CA (3) 10/24/2014 - GLOBAL RETIREMENT PARTNERS - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 20% - DALY CITY, CA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-14 |
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