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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
3201 Collinsworth Street, Forth Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Fort Worth | TX | 07/2015 | 04/2021 |
| Lpl Financial, Llc | Fort Worth | TX | 04/2021 | Present |
| Global Retirement Partners, Llc | Forth Worth | TX | 04/2021 | Present |
| Hub International Investment Services | Kansas City | MO | 10/2025 | Present |
1) 2026-04-24 - PenFacs Group - Non-Variable Insurance - Y - 2 - 2 - at reported business location(s) - 2026-04-23 - I sell fixed life insurance, health and disablity 2) 2026-01-05 - N/A - Beneficiary - N - - - at reported business location(s) - 2025-11-24 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
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