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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-11 |
Branch Locations
1425 Discovery Parkway, Wauwasota, WI 53226 • 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 |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 10/2024 | Present |
| First Weber | Brookfield | WI | 09/2023 | 07/2024 |
| Empower Financial Services | Milwaukee | WI | 03/2011 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-02 |
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