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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-09 |
| UT | RA | APPROVED | 2026-02-09 |
| WY | RA | APPROVED | 2026-02-09 |
| CA | RA | APPROVED | 2014-07-28 |
Branch Locations
4695 Macarthur Ct, 6Th Floor, Newport Beach, CA 92660 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners Llc | San Juan Capistrano | CA | 07/2014 | Present |
| Lpl Financial Llc | San Juan Capistrano | CA | 07/2014 | Present |
1) 07/30/2014 - GLOBAL RETIREMENT PARTNERS, LLC/ DBA ONLY/ 100%/ CAPISTRANO BEACH, CA 2) 08/06/2014: GLOBAL RETIREMENT PARTNERS - INV REL - 4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA 94903 - REGISTERED INVESTMENT ADVISOR HYBRID: GLOBAL RETIREMENT PARTNERS - START 07/25/2014 - 100% OF TIME SPENT - IAR: ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULTING. 3) 9/26/2019 - Global Retirement Partners LLC - DBA: (Hybrid) GRP Financial California - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 07/01/2017 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-05 |
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