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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-12-21 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
10715 Sikes Place, Suite 100, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2017 | 04/2020 |
| Atrium Health Carolinas Medical Center Emergency Department | Charlotte | NC | 06/2016 | 09/2017 |
| Lpl Financial, Llc | Charlotte | NC | 08/2020 | Present |
| Global Retirement Partners, Llc | Charlotte | NC | 04/2020 | Present |
| Retirement Plan Analytics | Charlotte | NC | 04/2020 | Present |
1 - 10/25/2023 - RETIREMENT PLAN ANALYTICS - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date 04/20/2024 2. Crump Insurance: Life Insurance services. Insurance Agent. 01/01/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-17 |
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