Anthony Michael Calomeni

Current Employers

Employment History

• 07/2016 → Present
  Lpl Financial, Llc
  Menlo Park, CA
• 07/2016 → Present
  Global Retirement Partners, Llc
  Menlo Park, CA

Previous Registrations

• 2014-08-04 → 2016-08-03
  U.S. Bancorp Advisors, Llc
  Morgan Hill, CA
  Gilroy, CA
  Hollister, CA
  Hollister, CA
  Hollister, CA
  Monterey, CA
  Carmel, CA
• 2012-03-07 → 2014-08-07
  Lpl Financial Llc
  Battle Creek, MI
  Galesburg, MI
  Marshall, MI
  Kalamazoo, MI
  Three Rivers, MI
  Battle Creek, MI
  Battle Creek, MI
  San Diego, CA
  Battle Creek, MI
  Battle Creek, MI
  Portgage, MI
  Marshall, MI
• 2009-07-16 → 2012-03-05
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Battle Creek, MI
• 2005-03-09 → 2005-09-02
  Raymond James Financial Services, Inc.
  Kalamazoo, MI

Other Businesses

(1)07/25/2016: Global Retirement Partners - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners - Investment Related - 4340 Redwood Highway Ste B-60 San Rafel CA - Started 08/01/2016 - 100% Time Spent - Investment Adviser Representatitve . (2)07/25/2016: Heffernan Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - 180 Howard St Suite 200 San Francisco CA - Started 08/01/2016 - 100% Time Spent . (3) 08/11/2016: Heffernan Retirement Services - DBA for LPL Business (entity for LPL business) - Investment Related - 180 Howard St., Ste 200, San Francisco, CA 94105 - Started 07/25/2016 - 1 Hr/Mo; 1 Hour During Securities Trading. (4) 11/20/2018 - Heffernan Insurance Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Vice President - Started 11/29/2017 - 1 Hour Per Month During Securities Trading. (5) 12/11/2018 - Heffernan Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/31/2015 - 1 Hour Per Month During Securities Trading. (6) 12/11/2018 - Heffernan Retirement Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/31/2015 - 1 Hour Per Month During Securities Trading. 7) 10/01/2025 - Heffernan Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:12/23/2024 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-15