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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-31 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
2730 Sidney Sreet, Suite 330, Pittsburgh, PA 15203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Columbus | OH | 06/2016 | 08/2019 |
| Lpl Financial, Llc | Pittsburgh | PA | 10/2019 | 11/2022 |
| Global Retirement Partners, Llc | San Rafael | CA | 09/2020 | Present |
1. 10/2/2019 - HB RETIREMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 11/01/2022: Providence Connections: Non-profit board member. 3113 Brighton Rd, Pittsburgh, PA 15212. Two hours per month devoted to this activity, not during securities trading hours. 3. 12/01/2025: Licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-03 |
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