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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 | 2014-10-10 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Hollister, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Telesis Inc. | San Rafael | CA | 08/2010 | Present |
| Global Retirement Partners | San Rafael | CA | 10/2014 | Present |
BURKHART CONSULTING, LLC. SINCE 10/2012. NOT INVESTMENT-RELATED. 18350 MURPHY SPRINGS DRIVE, MORGAN HILL, CA. CONSULTING BUSINESS. TITLE-PRINCIPAL. DUTIES-TECHNICAL CONSULTING. 85 HOURS/MONTH. 60 HOURS/MONTH DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-07 |
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