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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-23 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
5100 Poplar Ave., Suite 2123, Memphis, TN 38137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Memphis | TN | 09/2020 | Present |
| Integrity Rehab Group | Memphis | TN | 08/2018 | 07/2020 |
| University Of Memphis | Memphis | TN | 06/2013 | 12/2017 |
| Unemployed | Memphis | TN | 01/2018 | 07/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 09/2023 | Present |
| Hub International | Chicago | IL | 03/2023 | Present |
1) 03/02/2023 - AEGIS RETIREMENT GROUP, A DIVISION OF HUB RETIREMENT - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 03/02/2023 - AEGIS RETIREMENT GROUP LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-10 |
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