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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-11-05 |
| MA | RA | APPROVED | 2024-03-06 |
| NH | RA | APPROVED | 2021-09-18 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
25 Market Street, Suite 2B, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 06/2021 | Present |
| Aflac | Columbus | GA | 04/2015 | 05/2021 |
Insurance Licensed. Retirement Solution Group TPA: Start Date: 5/10/2021. Investment Related: No. Address: 25 Market Street, Unit 2B, Portsmouth, NH 03801. Position: VP Business Development. Hours spent on this activity per month: 160 hours. Hours worked on this activity during securities trading hours: 160.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
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