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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1001 Twelve Oaks Center Drive Suite 1030 A, Wayzata, MN 55358 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Services | San Diego | CA | 03/2006 | 02/2017 |
| Resources Investment Advisors, Inc. | Leawood | KS | 03/2015 | 12/2021 |
| Channel Financial | Golden Valley | MN | 03/2015 | 12/2021 |
| Triad Advisors, Inc. | Norcross | GA | 02/2017 | 12/2021 |
| Sageview Advisory Group, Llc - Crd# 126777 | Golden Valley | MN | 11/2021 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2022 | 01/2026 |
| Global Retirement Partners, Llc | San Rafael | CA | 01/2026 | Present |
| Lpl Financial Llc | Wayzata | MN | 01/2026 | Present |
1- 12/2025 / True Latitude Financial / Non-Variable Insurance / Investment Related / 5 hrs mth / 5 hrs during trading / Start date: 03/01/2006 2- 12/2025 / True Latitude Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s) 3- 01/14/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 01/14/2026 - True Latitude Financial - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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