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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
CA RA APPROVED 2022-05-17
  • CA RA
    APPROVED
    Since 2022-05-17

Branch Locations

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

40 E. Alamar Ave., Santa Barbara, CA 93105 • 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
Kms Financial Services, Inc. Seattle WA 02/2014 02/2018
Wilson & Albers Company, Llc Tacoma WA 08/2015 02/2018
Gwfs Equities, Inc Greenwood Village CO 02/2018 10/2021
Cambridge Investment Research, Inc. Fairfield IA 11/2021 05/2022
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2021 05/2022
Lpl Financial Llc Redlands CA 05/2022 11/2024
Global Retirement Parnters, Llc San Rafael CA 05/2022 Present
  • 02/2014 → 02/2018
    Kms Financial Services, Inc.
    Seattle, WA
  • 08/2015 → 02/2018
    Wilson & Albers Company, Llc
    Tacoma, WA
  • 02/2018 → 10/2021
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 11/2021 → 05/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2021 → 05/2022
    Fairfield, IA
  • 05/2022 → 11/2024
    Lpl Financial Llc
    Redlands, CA
  • 05/2022 → Present
    Global Retirement Parnters, Llc
    San Rafael, CA
Previous Registrations
Other Businesses

1)04/18/2022 - HUB International Insurance Services, Inc. - Inv Rel - At Reported Business Location(s) - Start: 02/2017 2)04/18/2022 - HUB Retirement and Wealth Management - Inv Rel - At Reported Business Location(s) - Start: 05/2022 3)04/18/2022 - HUB International - Registered Admin - Inv Rel - At Reported Business Location(s) - Start: 05/2022 - 160 Hr/Mth 4)04/18/2022 - HUB International Investment Services, Inc. - Accommodation Broker/Dealer - Non-Inv Rel - At Reported Business Location(s) 5) 05/18/2022 - HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date - 04/12/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-23
S65 Uniform Investment Adviser Law Examination 2006-04-07
S63 Uniform Securities Agent State Law Examination 2000-09-18
  • S66 Uniform Combined State Law Examination
    2018-03-23
  • S65 Uniform Investment Adviser Law Examination
    2006-04-07
  • S63 Uniform Securities Agent State Law Examination
    2000-09-18
Other Names
  • Jeff Van Ry
  • Jeffery Ronald Van Ry
  • Jeffery Van Ry

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