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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-19 |
| IL | RA | APPROVED | 2022-07-26 |
Branch Locations
25 Market Street, Suite 2B, Portsmouth, NH 03801 • 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 |
|---|---|---|---|---|
| American United Life | Oak Brook | IL | 08/2015 | 07/2022 |
| Oneamerica Securities | Oak Brook | IL | 09/2015 | 07/2022 |
| Lpl Financial Llc | Chicago | IL | 07/2022 | 03/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2022 | Present |
| Lpl Financial Llc | Portsmouth | NH | 10/2025 | Present |
1- 09/2025 / RSG ADVISORY / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 09/2025 / Judy Gutierrez / House Owner / Real Estate Rental / Investment Related / Kansas City, MO / Start date: 12:14/2010
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-02 |
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