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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-04-26 |
| MI | RA | APPROVED | 2017-12-05 |
| WI | RA | APPROVED | 2017-12-01 |
Branch Locations
1425 Discovery Parkway, Wauwatosa, WI 53226 • 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 |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc. | Madison | WI | 03/2015 | 12/2017 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2017 | Present |
NAME OF BUSINESS: CHARLES MUNKWITZ INVESTMENT RELATED: YES ADDRESS: 516 LAUREL LAKE #5, THIENSVILLE, WI 53092 NATURE: REAL ESTATE POSITION: OWNER START DATE: 9/1/17 # HOURS/MONTH: 1 # HOURS/ MONTH DURING TRADING (IF DIFFERENT): 0 DESCRIPTION OF DUTIES: OWNS CONDO USED AS RENTAL PROPERTY NAME OF BUSINESS: M3 FINANCIAL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS BRANCH NATURE OF BUSINESS: INVESTMENT RELATED ACTIVITIES POSITION/TITLE/RELATIONSHIP: RELATIONSHIP MANAGER START DATE: 3/2015 HOURS/MONTH: 160 HOURS/MONTH DURING TRADING: 160 DUTIES: EMPLOYEE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-10 |
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