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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-13 |
| CA | RA | APPROVED | 2014-09-16 |
Branch Locations
111 Deerwood Road Suite 355, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Retirement Plan Solutions | Walnut Creek | CA | 03/2004 | Present |
| Financial Telesis | San Rafael | CA | 11/2005 | Present |
| Lpl Financial Llc | San Ramon | CA | 09/2014 | Present |
| Global Retirement Partners Llc | San Rafael | CA | 09/2014 | Present |
(1) 09/12/2014 - INDEPEDANT TRAVEL AGENT - SAN RAMON, CA (2) 09/12/2014 - DEVIL CATS - REAL ESTATE RENTAL - SAN RAMON, CA (3) 09/12/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - RETIRMENT PLAN SOLUTIONS - SAN RAMON, CA (4) 10/24/2014 - GLOBAL RETIRMENT PARTNERS -REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 66% - SAN RAMON, CA (5) 10/24/2014 - GLOBAL RETIREMENT PARTNERS - REGISTERED INVESTMENT ADVISOR DBA - RETIRMENT PLAN SOLUTIONS - SAN RAMON, CA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-20 |
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