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165 N. Redwood Dr. #170, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-10-09 |
Branch Locations
165 N. Redwood Dr. #170, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ct. General Life Ins. Co. | Bloomfield | CT | 06/1987 | Present |
| Connecticut Mutual Life Ins. Company | Beverly Hill | CA | 04/1989 | Present |
| Ifg Network Securities, Inc. | San Rafael | CA | 10/1994 | Present |
| Ifg Advisory Services | Atlanta | GA | 08/1997 | Present |
| Margetic & Associates | San Rafael | CA | 10/1990 | Present |
| Redwood Financial Advisors | San Rafael | CA | 08/1997 | Present |
| Redwood Financial Advisors, Inc | San Rafael | CA | 08/1997 | Present |
REDWOOD FINANCIAL GROUP, INC., OWNER/SOLE PROPRIETOR; 40%; PRESIDENT; 165 N. REDWOOD DRIVE, #170, SAN RAFAEL, CA 94903, ADMINISTRATION OF CHARITABLE REMAINDER TRUSTS; 20% OF TIME DEVOTED; DUTIES: MARKETING & TECHNICAL SUPPORT. MGMNT. DECISION MAKING. WEALTHNET CHARITABLE GIFT FUND; PRES., 501C3 NON-PROFIT CORP.; 10%; EXEC. DECISIONS, TAX FILING, COMPLETE ALL ADMIN WORK; NON-PROFIT RECEIVES DONATIONS & SETS UP DONOR ADVISED ACCTS FOR INDIVIDUALS & PROCESSES THE ADMINISTRATIVE WORK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-26 |
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