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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
Branch Locations
50 California Street, 12Th Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Francisco | CA | 06/2015 | 10/2025 |
| Johnson & Dugan | Daly City | CA | 05/2015 | 09/2017 |
| Lpl Financial, Llc | San Francisco | CA | 10/2017 | 10/2025 |
| Gallagher Fiduciary Advisors, Llc | San Francisco | CA | 10/2025 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-12 |
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