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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
NY RA APPROVED 2021-07-22
DE RA APPROVED 2016-02-26
NJ RA APPROVED 2016-02-17
PA RA APPROVED 2016-02-16
  • NY RA
    APPROVED
    Since 2021-07-22
  • DE RA
    APPROVED
    Since 2016-02-26
  • NJ RA
    APPROVED
    Since 2016-02-17
  • PA RA
    APPROVED
    Since 2016-02-16

Branch Locations

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

460 E. Swedesford Road, Suite 2020, Wayne, PA 19087 • 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
Frs Capital Management King Of Prussia PA 11/2010 Present
Excel Fiduciary Retirement Solutions King Of Prussia PA 07/2011 Present
Lpl Financial, Llc Wayne PA 02/2016 Present
Global Retirement Partners, Llc San Rafael CA 02/2016 Present
  • 11/2010 → Present
    Frs Capital Management
    King Of Prussia, PA
  • 07/2011 → Present
    Excel Fiduciary Retirement Solutions
    King Of Prussia, PA
  • 02/2016 → Present
    Lpl Financial, Llc
    Wayne, PA
  • 02/2016 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1. 02/16/2016 - Exude - Financial Resources Services/ DBA for LPL Business (entity for LPL business)/ 100%/ KING OF PRUSSIA, PA 2. 02/16/2016 - Excel - Financial Resources Services/ DBA for LPL Business (entity for LPL business)/ 50%/ KING OF PRUSSIA, PA 3. 02/16/2016 - FRS Capital Management/ DBA for LPL Business (entity for LPL business)/ 50%/ KING OF PRUSSIA, PA 4. 4/20/2016 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/20/16 - 160 Hours Per Month/100 Hours - Serve as an investment advisor representative under the Global Retirement Partners RIA. Activities may include financial planning, rendering advice for a fee, retirement plan consulting or other related financial consulting. 5. 1/8/2020 - FRS Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/07/2020 - 30 Hours Per Month/4 Hours During Securities Trading. 6. 03/28/2022 - FRS Capital Management, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2021 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-07
S63 Uniform Securities Agent State Law Examination 2001-04-26
  • S66 Uniform Combined State Law Examination
    2011-02-07
  • S63 Uniform Securities Agent State Law Examination
    2001-04-26

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