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Inactive

Robert Joseph Basil Kotler

Global Retirement Partners LLC

Baltimore, MD

San Rafael, CA

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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
VA RA APPROVED 2014-12-03
DC RA APPROVED 2014-10-28
MD RA APPROVED 2014-09-23
PA RA APPROVED 2014-09-23
  • VA RA
    APPROVED
    Since 2014-12-03
  • DC RA
    APPROVED
    Since 2014-10-28
  • MD RA
    APPROVED
    Since 2014-09-23
  • PA RA
    APPROVED
    Since 2014-09-23

Branch Locations

1500 Whetstone Way, Suite 201, Baltimore, MD 21230 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • 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
Rcm&D Baltimore MD 02/2014 Present
Lpl Financial Llc Baltimore MD 09/2014 12/2018
Global Retirement Partners San Rafael CA 09/2014 Present
  • 02/2014 → Present
    Rcm&D
    Baltimore, MD
  • 09/2014 → 12/2018
    Lpl Financial Llc
    Baltimore, MD
  • 09/2014 → Present
    Global Retirement Partners
    San Rafael, CA
Previous Registrations
  • 2014-02-24 → 2014-12-03
    Financial Telesis Inc
    San Rafael, CA
    Baltimore, MD
  • 2007-03-23 → 2012-05-31
    Hillman Capital Management Inc
    Bethesda, MD
  • 2006-06-13 → 2007-02-23
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Annapolis, MD
  • 2003-05-02 → 2006-06-06
    Morgan Stanley Dw Inc.
    Ellicott Cty, MD
    Ellicott City, MD
  • 2003-04-24 → 2003-06-23
    Ameriprise Financial Services, Llc
    Annapolis, MD
Other Businesses

09/12/2014 - RCM&D - NON-VARIABLE INSURANCE - BALTIMORE, MD

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-06-18
S66 Uniform Combined State Law Examination 2003-04-22
  • S63 Uniform Securities Agent State Law Examination
    2012-06-18
  • S66 Uniform Combined State Law Examination
    2003-04-22

View on SEC IAPD

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