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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 11/2017 | Present |
| Community Mission Financial | North Garden | VA | 02/2016 | Present |
| United Bank | Charlottesville | VA | 04/2011 | 10/2016 |
President of Community Mission Financial. The company provides financial consulting to community banks and businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-15 |
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