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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-10 |
| KY | RA | APPROVED | 2026-02-09 |
| GA | RA | APPROVED | 2025-02-17 |
| AL | RA | APPROVED | 2025-02-14 |
| TN | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
3011 Armory Drive, #150, Nashville, TN 37204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale Partners, Llc | Nashville | TN | 03/2009 | 05/2018 |
| I Ic | Bloomfield Hills | MI | 06/2014 | 05/2018 |
| Janney Montgomery Scott Llc | Franklin | TN | 05/2018 | 05/2020 |
| Janney Montgomery Scott Llc | Franklin | TN | 05/2020 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2025 | Present |
| Hub International | Chicago | IL | 02/2025 | Present |
1) Notary Public; 6640 Carothers Parkway, Franklin TN; Duties: The primary job duty of a notary is to help prevent fraud by witnessing the signing of documents and verifying the authenticity of persons signing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-18 |
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