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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 | 2021-08-30 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
750 Warrenville Road, Suite 400, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Private Capital, Llc | Sarasota | FL | 09/2016 | 03/2018 |
| Crosspoint Insurance Mgmt, Llc | Lisle | IL | 09/2016 | Present |
| Rcm Wealth Advisors | Chicago | IL | 03/2018 | 08/2021 |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2021 | Present |
1.) CROSSPOINT INSURANCE MGMT, LLC; 3333 WARRENVILLE ROAD SUITE 200, LISLE, IL 60532; INSURANCE BUSINESS; FOUNDER,PRESIDENT,OWNER; START DATE 9/16/2016; NON-INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-12 |
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