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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
Sugar Land, TX • United States
Shorewood, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Sugar Land | TX | 11/2010 | 03/2019 |
| Accounting/Cpa/Tax Preparation | Sugarland | TX | 07/2011 | 03/2019 |
| Raymond James Financial Services Advisors, Inc | Sugar Land | TX | 11/2010 | 03/2019 |
| The Noble Group | Sugar Land | TX | 11/2010 | 03/2019 |
| Lpl Financial, Llc | Sugar Land | TX | 03/2019 | 12/2020 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2019 | 06/2024 |
| Lpl Financial Llc | Sugar Land | TX | 11/2022 | Present |
| Wellth Advisory Services, Llc | Sugar Land | TX | 06/2024 | Present |
1) 11/09/2022 - STRATEGIC RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/09/2022 - SRP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 11/09/2022 - SRP HOLDINGS GROUP LLC - Business Entity For Tax/Investment Purposes Only - entity - Non Investment related - Shorewood, IL 60404 - Start date: 11/7/2022. 4) 11/09/2022 - SRP VENTURES LLC - Business Entity For Tax/Investment Purposes Only - digital recordkeeper - Non Investment related - Shorewood, IL 60404 - Start date: 11/7/2022. 5) 12/02/2022 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 11/7/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 11/2022. 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 6) 12/02/2022 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 11/7/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% Termed 6/2024 7) 12/02/2022 - STRATEGIC RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 11/7/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-18 |
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