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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Passadena | CA | 11/2014 | 02/2018 |
| Logix Fcu | Pasadena | CA | 11/2014 | Present |
| Lpl Financial Llc | Valencia | CA | 02/2018 | Present |
| Hub International | Chicago | IL | 06/2026 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2026 | Present |
| Hub International Investment Services | Austin | TX | 07/2026 | Present |
1. 02/14/2018 - LOGIX FINANCIAL SERVICES, INC - Investment Related - 2340 N HOLLYWOOD WAY, BURBANK, CA 91510 - Non-Variable Insurance - AGENT - Start Date 10/2014 - Indexed Annuity, Fixed Annuity, VAs, Single Premium Annuity, Life Insurance (Universal, Whole, Term), Long Term Care. 2. 02/14/2018 - LOGIX FEDERAL CREDIT UNION - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Consultant - Start Date 12/2014. 3. 03/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-02 |
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