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565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-09 |
| NJ | RA | APPROVED | 2026-07-08 |
| NY | RA | APPROVED | 2026-07-08 |
| TX | RA | APPROVED_RES | 2026-07-08 |
| IL | RA | APPROVED | 2026-07-07 |
| IN | RA | APPROVED | 2026-07-07 |
| IA | RA | APPROVED | 2026-07-07 |
| NH | RA | APPROVED | 2026-07-07 |
| OH | RA | APPROVED | 2026-07-07 |
Branch Locations
1 Cate Street Unit 4A, Portsmouth, NH 03801 • United States
565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States
Portsmouth, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Solution Group | Chicago | IL | 05/2005 | Present |
| Ausdal Financial Partners, Inc. | Chicago | IL | 01/2009 | 04/2017 |
| Lpl Financial, Llc | Portsmouth | NH | 04/2017 | Present |
| Global Retirement Partners, Llc | Portsmouth | NH | 04/2017 | 07/2026 |
| Retirement And Wealth At Alliant | Portsmouth | NH | 07/2026 | Present |
1. 4/13/2017 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/14/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in April 2017. 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. 2. 04/13/2017 - RETIREMENT SOLUTION GROUP, LLC/ THIRD PARTY ADMINISTRATOR (TPA)/ Investment Related / PORTSMOUTH, NH - Start Date: 04/01/2005 - 40 Hrs/Mth -10 Hrs During Trading. 3. 04/13/2017 - RSG ADVISORY/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ PORSTMOUTH, NH / Investment Related /Start Date: 04/14/2017 - 160 Hrs/Mth -8 Hrs During Trading. 4. 4/13/2017 - Global Retirement Partners, LLC - DBA: RSG Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start 04/14/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in April 2017. 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. 5. 04/13/2017 - GROUP ANNUITIES WITH SCHAUMBURG MEDICAL/ NON-VARIABLE INSURANCE/ Investment Related / PORTSMOUTH, NH / Start Date: 11/23/2005 / 4 Hrs/Mth -1 Hrs During Trading. 6) 09/15/2025 - Real Estate Rental - Investment Related - Hilton Head, SC - Start Date:09/15/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 7) 07/01/2026 - Alliant Insurance Services - Not investment related, Irvine, CA - insurance cross sales and parent company of Alliant Retirement Services, LLC. 1 hour/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-20 |
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