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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2023-10-31 |
| VA | RA | APPROVED | 2023-10-31 |
Branch Locations
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2014 | 10/2023 |
| Global Retirement Partners. Llc | San Rafael | CA | 10/2023 | Present |
8/1/2024. FinPath. VP of Financial Wellness. 900 S Capital of Texas Hwy, Ste 350, Austin, TX78746. 173 hours per month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-24 |
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