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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_RES | 2016-01-05 |
| OR | RA | APPROVED | 2014-11-25 |
| CA | RA | APPROVED | 2014-09-23 |
| CO | RA | APPROVED | 2014-09-23 |
Branch Locations
1810 Gateway Dr. Ste 230, San Mateo, CA 94404 • 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 |
|---|---|---|---|---|
| Primark Benefits Usa | Burlingame | CA | 10/1995 | Present |
| Lpl Financial Llc | Burlingame | CA | 09/2014 | Present |
| Global Retirement Partners | Burlingame | CA | 09/2014 | Present |
(1) 09/12/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - PRIMARK BENEFITS - BURLINGAME, CA (2) 09/12/2014 - DMD FINANCIAL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - BURLINGAME, CA (3) 10/24/2014 - GLOBAL RETIREMENT PARTNERS - REGISTERED INVESTMENT ADVISOR HYBRID - GLOBAL RETIREMENT PARTNERS - TIME SPENT 10% -BURLINGAME, CA. (4) 10/31/2018 - Fiduciary Outsourcing, Inc. - Investment Related - 2155 W. Pinnacle Peak Road, Suite 120 Phoenix, AZ 85027 - Outside/W-2 Employment - Vice President/Salesperson - Start Date: 10/25/2018 - 10 Hours Per Month/8 Hours During Securities Trading - Investor and also an employee. Providing automatic payroll/recordkeeper integration. (5) 10/1/2019 - Primark Benefits - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Started 9/12/2014. (6) 9/12/2014-Licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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