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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 | 2026-04-08 |
Branch Locations
5973 Avenida Encinas, Suite 202, Carlsbad, CA 92008 • 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 | 07/2011 | 05/2018 |
| Independent Financial Group, Llc | San Diego | CA | 05/2018 | 08/2023 |
| Unemployed | Temecula | CA | 09/2023 | 02/2024 |
| Lpl Financial Llc | Temecula | CA | 03/2024 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 03/2024 | 02/2026 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2026 | Present |
| Hub International | Chicago | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-19 |
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