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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
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Manchester | NH | 05/2013 | 04/2017 |
| Stephen Eldridge & Company | Manchester | NH | 05/2013 | 04/2017 |
| Eldridge Investment Advisors | Manchester | NH | 06/2013 | 04/2017 |
| Wells Fargo Advisors Financial Network, Llc | Boston | MA | 04/2017 | 07/2020 |
| Mayflower Financial Advisors, Llc | Boston | MA | 07/2020 | 03/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-29 |
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