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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-14 |
Branch Locations
4401 Leeds Ave. #260, North Charleston, SC 29405 • 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 |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 07/2025 | Present |
| Hub International | Charleston | SC | 07/2025 | Present |
| Hub International | Seneca | SC | 05/2024 | 08/2024 |
| Golden Green Inc. | Seneca | SC | 05/2023 | 08/2023 |
| First Horizon Bank | Charlotte | NC | 05/2022 | 08/2022 |
| Clemson University | Clemson | SC | 08/2021 | 05/2025 |
| Carmel Christian School | Matthews | NC | 07/2015 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-05 |
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