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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma-Rc Services, Llc | San Francisco | CA | 12/1995 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-06 |
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