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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Principal Securities Inc | Bethesda | MD | 02/2011 | 05/2024 |
| Lpl Financial Llc | Sparks | MD | 06/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2024 | Present |
1. 05/23/2024 - KELLY BENEFITS ADVISORY - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/6/2024. 2. 07/10/2026 - Santo Family Holdings LLC ` Family Office Investment Management - Business Entity For Tax/Investment Purposes Only - Baldwin, MD - Not Investment Related - Start Date 05/08/2026 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
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