Lawrence Michael Reale

Current Employers

Employment History

• 01/2018 → 03/2019
  Kestra Financial Securities, Inc.
  Providence, RI
• 04/2019 → Present
  Lpl Financial Llc
  Providence, RI
• 03/2017 → 11/2017
  Unemployed
  Norfolk, MA
• 01/2012 → 02/2017
  Rockland Trust
  Hanover, MA
• 04/2019 → 06/2024
  Global Retirement Partners, Llc
  Providence, RI
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-05-03 → 2024-07-13
  Global Retirement Partners Llc
  Providence, RI
  San Rafael, CA
• 2018-01-10 → 2019-04-01
  Kestra Advisory Services, Llc
  Providence, RI
  Austin, TX
• 2009-09-10 → 2012-02-27
  Positive Retirement Outcomes, Llc
  Medway, MA

Other Businesses

1)10/2015 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners - 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404 2)04/2019 - Business Entity For Tax/Investment Purposes Only - SRP Holdings Group LLC - 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404 3)10/2015 - DBA for LPL Business (entity for LPL business) - SRP - 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404. 4) 4/15/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR. TERMED 6/2024 5) 4/15/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2015. TERMED 6/2024 6) 4/15/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Plan Consultant - Start Date: 10/2015 - 220 Hours Per Month/220 Hours During Securities Trading - I provide investment advisory services through Strategic Retirment Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 220 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. TERMED 6/2024 7) 09/12/2023 - The Ernest F. Reale Revocable Trust dated January 30, 2002 - Act in a Fiduciary Capacity - Trustee - Not Investment Related - Home Based - Start Date 1/30/2002 - 0 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-06
• S63 Uniform Securities Agent State Law Examination
  1992-08-06

Other Names

• Larry Reale