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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-06-15 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Boulder, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Boulder | CO | 05/2016 | 11/2019 |
| Gwfs Equities | Greenwood Village | CO | 11/2018 | 03/2020 |
| Lpl Financial | Boulder | CO | 03/2020 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2021 | Present |
1)03/12/2020 - DBA for LPL Business (entity for LPL business) - Anderson Financial - At Reported Business Location(s) - Inv Rel 2)03/12/2020 - Evan Louis Photo - Other - Golden CO - Non Inv Rel - Start date: 2018 - 10 Hours / month 3)03/12/2020 - DBA for LPL Business (entity for LPL business) - Plan Sponsor Consultants - Investment Related - At Reported Business Location(s) 4)3/17/2022 - Global Retirement Partners - DBA: Anderson Financial Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 06/15/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 06/2021. 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. 5) 06/30/2025 - IATSE Local 22 - Outside/W-2 Employment - Washington DC - Not Inv Rel - Start date: 06/20/2025 - 80 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-25 |
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