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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-16 |
Branch Locations
396 Commonwealth Ave., Unit D-2A, Boston, MA 02215 • 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 |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 09/2025 | Present |
| Hub International | San Rafael | CA | 06/2025 | Present |
| Univeersity Of Miami | Coral Gables | FL | 01/2022 | 05/2025 |
| Hub International | Chicago | IL | 06/2024 | 08/2024 |
| Salem State University | Salem | MA | 08/2021 | 12/2021 |
| Tripoli Bakery | Andover | MA | 03/2019 | 09/2019 |
| Andover High School And Doherty Middle School | Andover | MA | 08/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
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