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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-14 |
Branch Locations
3011 Armory Drive, #250, Nashville, TN 37204 • 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 |
|---|---|---|---|---|
| Avondale Partners, Llc | Nashville | TN | 03/2013 | 05/2018 |
| Janney Montgomery Scott Llc | Franklin | TN | 05/2018 | 03/2022 |
| Janney Montgomery Scott Llc | Franklin | TN | 03/2022 | 02/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2025 | Present |
| Hub International | Chicago | IL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-03 |
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