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Jane Beule

Griffin Black, LLC

Redwood City, CA

Redwood City, CA

Napa, CA

CRD 4934778

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Employer firm

Griffin Black, LLC CRD 134684

$356M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Griffin Black, Llc

702 Marshall Street Suite 411, Redwood City, CA 94063 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-06-11
CA RA APPROVED 2005-06-08
  • TX RA
    APPROVED
    Since 2010-06-11
  • CA RA
    APPROVED
    Since 2005-06-08

Branch Locations

702 Marshall Street Suite 411, Redwood City, CA 94063 • United States

Redwood City, CA • United States

Napa, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Griffin Black, Llc (Fka Griffin Black, Inc.) Redwood City CA 12/2001 Present
  • 12/2001 → Present
    Griffin Black, Llc (Fka Griffin Black, Inc.)
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-10
  • S65 Uniform Investment Adviser Law Examination
    2005-05-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STRATOS WEALTH PARTNERS, LTD
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.

Nearby Investors

JOSEPH CAPPELLO SANTOMIERI
JON NICHOLAS PETTINELLI
RICHARD MANUEL RODRIGUEZ

Nearby Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA

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