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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-12-08 |
Branch Locations
10706 Sikes Place, Suite 125, Charlotte, NC 28277 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
4340 Redwood Highway Suite B60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-08-21 |
| CA | RA | APPROVED | 2020-02-20 |
Branch Locations
4340 Redwood Highway Suite B60, San Rafael, CA 94903 • United States
4715 Olde Village Lane, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ronald Blue & Co., Llc | Atlanta | GA | 09/1986 | 12/2019 |
| Rpa Financial, Llc | San Rafael | CA | 01/2020 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-04 |
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