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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-04-13 |
| OR | RA | APPROVED | 2026-04-03 |
| CA | RA | APPROVED | 2026-04-01 |
| ID | RA | APPROVED | 2026-03-31 |
| OK | RA | APPROVED | 2026-03-31 |
| WA | RA | APPROVED | 2026-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Bci Group, Inc. | Portland | OR | 04/2001 | 02/2017 |
| Lpl Financial Llc | Portland | OR | 09/2014 | 03/2017 |
| Global Retirement Partners | Portland | CA | 09/2014 | 03/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2017 | 03/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2017 | 03/2026 |
| Hub International Investment Services | Austin | TX | 03/2017 | Present |
1.HUB Northwest, 12100 NE 195th St #200, Bothell, WA 98011, Retirement Consultant since 3/1/17, investment related, 40 hours weekly, 25 during trading hours. 2.HUB INTERNATIONAL INVESTMENT SECURITIES ,Austin, TX AS REGISTERED REPRESENTATIVE OF A B/D & ADVISORY REP OF A RIA. INV REL - 1/WK - 1/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. CAMAS LITTLE LEAGUE, Camas WA 98607, 10/2021, President, ATHLETICS, NIR, 10 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-07 |
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