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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
3055 44Th Street Sw, Grandville, MI 49418 • 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 |
|---|---|---|---|---|
| Kestra Advisory Services Llc | Grandville | MI | 01/2020 | 02/2022 |
| Hope College | Holland | MI | 08/2016 | 05/2020 |
| European Autohaus | Holland | MI | 06/2019 | 12/2019 |
| Holland Downtown Dogs | Holland | MI | 12/2017 | 12/2018 |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
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