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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 | 2014-09-17 |
Branch Locations
14467 Rimgate Court, San Diego, CA 92129 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 09/2014 | Present |
| Global Retirement Partners | San Rafael | CA | 09/2014 | Present |
(1) 09/12/2014 - LISI, INC - NON-VARIABLE INSURANCE - SAN DIEGO, CA (2) 10/24/2014 - GLOBAL RETIREMENT PARTNERS - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 100% - SAN DIEGO, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-20 |
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