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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
806 Herman Road, Horsham, PA 19044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fort Washington | PA | 08/2011 | 08/2024 |
| Independent Financial Partners | Fort Washington | PA | 02/2012 | 03/2019 |
| Global Retirement Partners, Llc | Ft. Washington | PA | 03/2019 | 06/2024 |
| Not Employed | Langhorne | PA | 06/2024 | 08/2026 |
| Global Retirement Partners, Llc | Horsham | PA | 08/2026 | Present |
| Lpl Financial, Llc | Horsham | PA | 08/2026 | Present |
| Cds Wealth Management | Horsham | PA | 08/2026 | Present |
1. 08/2026 - CDS Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL- 80 Hrs/Mth - 80 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/07/2026 2. 08/2026 - NA - Real Estate Rental - INV REL- 01 Hrs/Mth - 00 Hrs During Trading - Conshohocken, PA 19428 - OBA Start Date: 09/01/2017 3. 08/2026 - NA - Real Estate Rental - INV REL- 01 Hrs/Mth - 00 Hrs During Trading - Manayunk, PA 19127 - OBA Start Date: 03/01/2020 4. 08/2026 - TBT Properties LLC - Business Entity For Tax/Investment Purposes Only - Not NV REL- 01 Hrs/Mth - 00 Hrs During Trading - Warminster, PA 18974 - OBA Start Date: 12/31/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-28 |
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