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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-31 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
707 Skokie Blvd.#400, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 02/2026 | Present |
| Hub International | Chicago | IL | 02/2022 | Present |
| Mcdonald's | Chicago | IL | 12/2016 | 05/2017 |
| University Of Illinois | Chicago | IL | 08/2018 | 12/2020 |
| City Colleges Of Chicago | Chicago | IL | 01/2017 | 08/2018 |
| Bradley University | Peoria | IL | 08/2016 | 12/2017 |
| Prosser Career Academy | Chicago | IL | 09/2012 | 12/2016 |
| Unemployed | Chicago | IL | 12/2020 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-31 |
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