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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-19 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
39572 Woodward Ave., Suite 201, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 08/2024 | 02/2025 |
| Michigan State University | East Lansing | MI | 08/2020 | 05/2024 |
| Mr. Clean Powerwash | Davisburg | MI | 05/2023 | 08/2023 |
| Walters Financial Group | Clarkston | MI | 05/2022 | 08/2022 |
| Shepherd's Hollow Golf Club | Clarkston | MI | 05/2021 | 08/2021 |
| Doordash Inc. | Waterford | MI | 03/2020 | 08/2020 |
| Our Lady Of The Lakes Catholic High School | Waterford | MI | 08/2014 | 05/2020 |
| Lpl Financial Llc | Bloomfield Hills | MI | 03/2025 | Present |
| Unemployed | Waterford | MI | 05/2024 | 08/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2025 | Present |
1. 6/2026 - Oswald Financial Inc. - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/1/2026 2. 06/17/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/19/2025 - 160 hours per month/ during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 06/17/2026 - Oswald Financial Inc. - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/19/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-26 |
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