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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 | 2020-02-06 |
Branch Locations
1500 Whetstone Way, Suite 201, Baltimore, MD 21230 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 04/2013 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 04/2013 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 05/2017 | 10/2017 |
| Bank Of America, N.A. | Baltimore | MD | 05/2017 | 10/2017 |
| Pnc Bank | Pikesville | MD | 10/2017 | 01/2020 |
| Pnc Investments | Pittsburgh | PA | 10/2017 | 01/2020 |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-03 |
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