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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-01 |
| CO | RA | APPROVED | 2020-05-28 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
2793 Skyline Court, Suite D, Grand Junction, CO 81506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stanfield Restaurants | Grand Junction | CO | 03/2009 | Present |
| Waddell & Reed, Inc | Grand Junction | CO | 08/2010 | 01/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Grand Junction | CO | 08/2010 | 01/2017 |
| Stanfield Group Llc | Grand Junction | CO | 06/2013 | Present |
| Jason Stanfield | Grand Junction | CO | 09/2005 | Present |
| South Bay Partners Llc | Grand Junction | CO | 06/2007 | Present |
| Youth Sports Coach | Grand Juction | CO | 04/2007 | 09/2019 |
| Lpl Financial, Llc | Grand Junction | CO | 01/2017 | Present |
| Cornerstone Wealth Management Dba Insight Financial Solution | Grand Junction | CO | 01/2017 | 05/2020 |
| Global Retirement Partners, Llc | Grand Junction | CO | 05/2020 | Present |
1. 01/03/2017 - STANFIELD GROUP LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 100%/ GRAND JUNCTION, CO 2. 01/03/2017 - INSIGHT FINANCIAL SOLUTIONS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 5%/ GRAND JUNCTION, CO 3. 7/6/2020 - INSIGHT FINANCIAL SOLUTIONS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/10/2017 - 40 Hours Per Month/6 Hours During Securities Trading. 4. 7/6/2020 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/28/2020 - 40 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Global Reitrement Partners, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 40 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. 5. 2/2/2021 - DWC Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/01/2021 - 20 Hours Per Month/15 Hours During Securities Trading. 6. 09/13/2021 - Western Slope Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/01/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 7. 10/27/2025- Western Slope Advisors- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 09/01/2025- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-04 |
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