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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 | 2025-10-31 |
Branch Locations
4695 Macarthur Ct, 6Th Floor, Newport Beach, CA 92660 • 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 | 05/2020 | Present |
| Hub International | Chicago | IL | 08/2025 | Present |
| University Of California, Irvine | Irvine | CA | 11/2023 | 07/2025 |
| Pennsylvania State University | University Park | PA | 08/2018 | 05/2021 |
| Winters Mill High School | Westminster | MD | 08/2014 | 05/2018 |
| Hub International | Chicago | IL | 12/2021 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-31 |
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