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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-09-08 |
Branch Locations
1425 Discovery Parkway, Wauwatosa, WI 53226 • 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 |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 07/2022 | Present |
| Menards | Chicago | IL | 05/2021 | 10/2021 |
| Trailstone Insurance Group | Littleton | CO | 10/2021 | 04/2022 |
| Barrington Bank & Trust | Baarrington | IL | 09/2019 | 10/2021 |
| Eastern Illinois University | Charleston | IL | 08/2018 | 05/2021 |
| Lowes | St. Charles | IL | 04/2019 | 09/2019 |
| Amazon | Naperville | IL | 10/2017 | 12/2018 |
| Hawthorne's Backyard | Chicago | IL | 06/2017 | 10/2017 |
| Petland | Batavia | IL | 01/2017 | 06/2017 |
| University Of Whitewater Wisconsin | Whitewater | WI | 01/2014 | 12/2016 |
| Walmart | Whitewater | WI | 04/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-08 |
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