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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-13 |
Branch Locations
55 Waltham Street, Lexington, MA 02421 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 01/2013 | 07/2020 |
| Mayflower Financial Advisors, Llc | Boston | MA | 07/2020 | 03/2024 |
| Private Client Services | Lexington | MA | 07/2020 | 03/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-24 |
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