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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
Branch Locations
155 N. Lake Ave., Suite 950, Pasadena, CA 91101 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
155 N. Lake Ave. Suite 950, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
Branch Locations
155 N. Lake Ave. Suite 950, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Anaheim | CA | 08/2013 | 06/2020 |
| Hephatha Lutheran Church And School | Anaheim | CA | 06/2020 | 08/2022 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2022 | 03/2024 |
| Shuster Advisory Group, Llc | Pasadena | CA | 06/2024 | Present |
| Shuster Advisory Group, Llc | Pasadena | CA | 04/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2026 | Present |
| Hub International | Chicago | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
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