David Ira Gensler

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial Llc
  Purchase, NY
• 11/2010 → 10/2018
  Independent Financial Partners
  Purchase, NY
• 10/2018 → Present
  Global Retirement Partners, Llc
  Purchase, NY

Previous Registrations

• 2014-04-21 → 2018-12-07
  Independent Financial Partners
  Purchase, NY
• 2008-03-04 → 2010-12-01
  Nrp Advisors, Inc.
  Purchase, NY

Other Businesses

1. 11/7/2018 - Global Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 08/31/2018 - 26 Hours Per Month/26 Hours During Securities Trading - I provide investment advisory services through Global Financial Partners, an independent investment advisor firm. I started this business activity in 07/2018. I expect to spend approximately 26 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. 2. 04/10/2023 - Concierge Retirement Services, Inc. - Investment Related - 7 Rye Ridge Plaza, #404, Rye Brook, NY 10573 - Third Party Administrator (TPA) - Owner, President and Enrolled Actuary - Start Date 07/01/1978 - 173 Hours Per Month/ 173 Hours During Securities Trading 3. 12/12/2024 - Matmel, Inc. - Other - Marketing, Sales for Concierge Retirement - President - Not Investment Related - 7 Rye Ridge Plaza, #404, Rye Brook, NY 10573 - Start Date 12/23/1999 - 10 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-10
• S63 Uniform Securities Agent State Law Examination
  1997-11-18