Sarah Ann Colotto

Current Employers

Employment History

• 06/2015 → 01/2022
  Lpl Financial, Llc
  Cleveland, OH
• 06/2015 → 01/2022
  Global Retirement Partners
  Cleveland, OH
• 03/2017 → 01/2022
  Global Retirement Partners, Llc
  San Rafael, CA
• 01/2022 → 09/2022
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2022 → 09/2022
  Capfinancial Securities Llc
  Raleigh, NC
• 10/2022 → Present
  Lpl Financial Llc
  Cleveland, OH
• 10/2022 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2022-03-01 → 2022-10-03
  Captrust
  Akron, OH
• 2017-03-06 → 2022-01-18
  Global Retirement Partners Llc
  Cleveland, OH
  San Rafael, CA
• 2015-06-12 → 2017-02-17
  Lpl Financial Llc
  Cleveland, OH

Other Businesses

1) 10/11/2022 - OSWALD FINANCIAL INC - DBA for LPL Business (entity for LPL business) - INV REL - At reported business locations(s) 2) 11/02/2022 - OSWALD FINANCIAL INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - registered admin - Start Date - 09/19/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 3) 11/02/2022 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - registered admin - Start Date - 09/19/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Global Retirement Partners, an independent investment advisor firm. I started this business activity in 9/2022. I expect to spend approximately 160 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

• S63 Uniform Securities Agent State Law Examination
  2015-12-08
• S65 Uniform Investment Adviser Law Examination
  2015-11-05

Other Names

• Sarah Ann Colotto
• Sarah Ann Majeski