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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-01 |
| CA | RA | APPROVED | 2024-06-28 |
| MD | RA | APPROVED | 2024-06-28 |
| MI | RA | APPROVED | 2024-06-28 |
| NC | RA | APPROVED | 2024-06-28 |
| SC | RA | APPROVED | 2024-06-28 |
| VA | RA | APPROVED | 2024-06-28 |
Branch Locations
Mount Pleasant, SC • United States
Shorewood, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 07/2017 |
| Kestra Investment Services, Llc | Mount Pleasant | SC | 07/2017 | 04/2023 |
| Kestra Advisory Services, Llc | Mount Pleasant | SC | 07/2017 | 04/2023 |
| Lpl Financial Llc | Mt Pleasant | SC | 04/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2023 | 06/2024 |
| Wellth Advisory Services, Llc | Mt Pleasant | SC | 06/2024 | Present |
1) 11/14/2022 - SRP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/14/2022 - Strategic Retirement Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 04/13/2023 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 12/01/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 12/2022. 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. TERMED 6/2024 4) 04/13/2023 - SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 12/01/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading 5) 04/13/2023 - Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 12/01/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-02 |
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