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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-09 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
750 Warrenville Road Suite 400, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inland Securities Corporation | Oak Brook | IL | 08/2008 | 10/2016 |
| Reverse Mortgage Funding | Bloomfield | NJ | 01/2017 | 02/2018 |
| Unemployed | Downers Grove | IL | 10/2016 | 01/2017 |
| Savant Wealth Management | Rockford | IL | 02/2018 | 12/2024 |
| Unemployed | Downers Grove | IL | 12/2024 | 09/2025 |
| Mariner Platform Solutions | Overland Park | KS | 09/2025 | 01/2026 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-24 |
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