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4366 5Th Avenue, Pace, FL 32571-1810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-10 |
Branch Locations
4040 Civic Center Drive Suite 200, San Rafael, CA 94903 • United States
4366 5Th Avenue, Pace, FL 32571-1810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Architects, Inc. | Redwood City | CA | 05/1989 | 01/2022 |
| Resource Investment Architects, Inc. | Petaluma | CA | 07/1997 | 12/2019 |
| Claraphi Advisory Network, Llc Dba Gf Thomas Advisory Group | Aliso Viejo | CA | 12/2019 | 10/2023 |
| Turner Financial Group, Inc. Dba Gf Thomas Advisory Group | San Rafael | CA | 11/2023 | Present |
INDEPENDENT INSURANCE SALES; 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903; INSURANCE AGENT; 12 HOURS PER MONTH DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-07 |
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