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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-17 |
Branch Locations
464 Main Street, Grand Junction, CO 81507 • 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 | 02/2021 | Present |
| Dalby, Wendland & Co., P.C. | Grand Junction | CO | 07/1996 | Present |
1. Managing Partner and CEO of Dalby, Wendland & Co., P.C. Approximate Hours per Month: 220, all during securities trading hours. 2. Colorado Mesa University Foundation Investment Committee: Advisor to the CMUF Investment Committee Board. Located in Grand Junction, Colorado. Not investment related. Start Date: 2018. One hour per month, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-05 |
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