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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
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 |
|---|---|---|---|---|
| Level Four Group | Plano | TX | 09/2013 | 02/2022 |
| Lpl Financial, Llc | Plano | TX | 12/2014 | 02/2022 |
| Level Four Advisory Services | Plano | TX | 11/2014 | 02/2022 |
| Good Life Advisors, Llc | Reading | PA | 09/2021 | 02/2022 |
| Forme Financial | Frisco | TX | 04/2022 | 09/2024 |
| Global Retirementn Partners, Llc | San Rafael | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-26 |
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