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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-04-11
MD RA APPROVED 2023-04-10
VA RA APPROVED 2023-04-03
  • GA RA
    APPROVED
    Since 2023-04-11
  • MD RA
    APPROVED
    Since 2023-04-10
  • VA RA
    APPROVED
    Since 2023-04-03

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

6350 Walker Lane, Suite 500, Alexandria, VA 22310 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) Alexandria VA 02/1988 Present
Hub International Investment Services Inc. Alexandria VA 06/2022 Present
Global Retirement Partners, Llc San Rafael CA 03/2023 Present
  • 02/1988 → Present
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
    Alexandria, VA
  • 06/2022 → Present
    Hub International Investment Services Inc.
    Alexandria, VA
  • 03/2023 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1. 10/13/1997 - NON-VARIABLE INSURANCE DBA - COMPREHENSIVE BENEFIT SERVICES, INC. - DBA/INDEPENDENT INSURANCE AGENT. 2. 7/27/2005 - DBA - COMPREHENSIVE BENEFIT SERVICES, INC., 3. 9/10/2007 - OTHER - MY WIFE OWNS A CONDO THAT IS IN HER NAME. THE ADDRESS IS 6926 HANOVER PARKWAY, #100, GREENBELT, MD 20770. THE TITLE IS IN MY WIFE'S NAME. 4. 7/10/2009 -NON-VARIABLE INSURANCE - COMPREHENSIVE BENEFIT SERVICES, INC. - SELLING NON-VARIABLE INSURANCE - TIME SPENT 55%. 5. 11/17/2021 - American Retirement Association - Investment Related - 4401 Fairfax Dr #600, Arlington, VA 2220 - Other-Speaking Engagements - Start Date: 10/29/2021 - 8 Hours Per Month/8 Hours During Securities Trading - Speaker. 6. 07/21/2022 - HUB International - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date - 06/01/2022 - 100 Hours Per Month/5 Hours During Securities Trading. 7. 09/01/2022 - Comprehensive Benefit Services, Inc., a division o - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/12/2022 - 100 Hours Per Month/5 Hours During Securities Trading. 8. 04/05/2023 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 03/15/2023 - 15 Hours Per Month/1 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 3/2023. I expect to spend approximately 15 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-21
S63 Uniform Securities Agent State Law Examination 1988-05-10
  • S65 Uniform Investment Adviser Law Examination
    1994-12-21
  • S63 Uniform Securities Agent State Law Examination
    1988-05-10
Designations

View on SEC IAPD

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