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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-11-17 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
300 Ballardvale Street, Wilmington, MA 01887 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Corp. | Lexington | MA | 09/1998 | 10/2021 |
| Commonwealth Finanical Network | Waltham | MA | 08/2011 | 10/2021 |
| Lpl Financial Llc | Hermon | ME | 11/2021 | Present |
| Hub International | Wilmington | MA | 11/2017 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2021 | Present |
1) 11/2021 - DBA for LPL Business (entity for LPL business) - HUB Retirement and Wealth Management - Investment Related - Hermon, ME 2) 11/2021 - Outside/W-2 Employment- Remote Admin - HUB International - Not Investment Related - Hermon, ME- start date 11/2017- 80hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-17 |
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