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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-23 |
| DE | RA | APPROVED | 2026-02-20 |
| NC | RA | APPROVED | 2026-02-20 |
| PA | RA | APPROVED | 2026-02-20 |
| VA | RA | APPROVED | 2026-02-20 |
| WV | RA | APPROVED | 2026-02-20 |
| MD | RA | APPROVED | 2022-06-06 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1445 Research Blvd., Suite 340, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 02/2020 | Present |
| Deep Creek Marina | Mchenry | MD | 05/2017 | 07/2019 |
| High Mountain Sports | Oakland | MD | 07/2013 | 05/2017 |
| University Of Maryland | College Park | MD | 08/2015 | 05/2019 |
| Unemployed | Potomac | MD | 08/2019 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
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