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777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
Berkeley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abd Retirement Services, Inc. | San Francisco | CA | 12/2014 | 08/2021 |
| Abd Insurance & Financial Services, Inc. | San Mateo | CA | 01/2013 | Present |
| Newfront Retirement Services, Inc. | San Francisco | CA | 02/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-17 |
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