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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-17 |
| MD | RA | APPROVED | 2023-11-16 |
Branch Locations
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814 • 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 |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 06/2009 | 10/2023 |
| Greenberg, Wexler & Eig, Llc. | Bethesda | MD | 06/2009 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2023 | 10/2023 |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2023 | Present |
1) Greenberg, Wexler & Eig; 7315 Wisconsin Avenue, suite 250E, Bethesda MD 20814; M Financial Group Member Affiliation; Investment Related; Independent Contractor; Manage Qualified Retirement Business; 6/15/2017; 180 hours per month; 180 hours per month during trading hours. 2) 401k Bill; 1327 Amherst Avenue, Richmond, VA 23227; 04/16/2020; Owner; Work with 401k & other qualified retirement plans; Not investment related; 1 hour/month; 1 hour/month during business hours; No compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-03 |
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