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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-06 |
| CA | RA | APPROVED | 2022-07-05 |
| OH | RA | APPROVED | 2022-07-05 |
| TX | RA | APPROVED_RES | 2022-07-05 |
Branch Locations
8044 Montgomery Road, Suite 640, Cincinnati, OH 45236 • 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 |
|---|---|---|---|---|
| Mutual Securities, Inc | Dallas | TX | 03/2009 | Present |
| Stable Two Financial | Cincinnati | OH | 03/2009 | Present |
| Sheridan Road Advisors, Llc | Cincinnati | OH | 12/2018 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2022 | Present |
1.STABLE TWO FINANCIAL LLC, START: 02/09, 2651 OBSERVATORY AVE. SUITE 204 CINCINNATI, OH 45208,RIA/SR. PLAN CONSULTANT, INVESTMENT RELATED, 140 HOURS PER MONTH, 7 HOURS PER DAY DURING TRADING HOURS. 2. HUB International. Start Date: December 2018. W2 Employee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-04 |
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