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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 | 2022-08-05 |
| NY | RA | APPROVED | 2022-08-05 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
701 University Avenue, Suite 100, Sacramento, CA 95825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quintes Financial Services, Llc | Salinas | CA | 10/2016 | Present |
| Quintes Administrative And Insurance Services, Inc | Salinas | CA | 01/2016 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2022 | Present |
1)Independent Insurance Agent; 1188 Padre Dr, Salinas, CA, 93901; Fixed Insurance; Independent Insurance Agent; 02/09/2016; 160/160; Sale and service of fixed insurance products. 2)QUINTES ADMINISTRATIVE AND INSURANCE SERVICES;YES;1188 PADRE DR STE 200,SALINAS, CA 93901;FIXED INSURANCE/DBA;RETIREMENT PLAN CONSULTANT;01/09/2016;80/0;SALE & SERVICE FIXED INSURANCE PRODUCTS. 3) HUB International: July 2022, Senior Vice President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-18 |
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