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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-07 |
| MD | RA | APPROVED | 2026-01-05 |
| PA | RA | APPROVED | 2021-12-01 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
210 6Th Ave., 30Th Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiducia Group, Llc | Pittsburgh | PA | 01/2019 | Present |
| Morgan Stanley | Baltimore | MD | 06/2018 | 09/2018 |
| Ward-Boland Associates | Owings Mills | MD | 05/2014 | 06/2018 |
| Self-Employed | Towson | MD | 09/2018 | 01/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2021 | Present |
Loyola University Maryland; Music Minister HUB International: Retirement Plan Consulting Advisor Self Employed: Theater Stage Manager, Baltimore MD. 8 hours per month spent on this activity, 1 spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-26 |
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