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777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-28 |
Branch Locations
777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Employee Benefits | Lonehill, Sandton | 03/2015 | 11/2018 | |
| Lpl Financial, Llc | San Francisco | CA | 01/2019 | 02/2024 |
| Global Retirement Partners, Llc | San Francisco | CA | 03/2019 | 04/2024 |
| Newfront Retirement Services, Inc. | San Francisco | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-28 |
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