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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-15 |
| WA | RA | APPROVED | 2017-12-19 |
| AK | RA | APPROVED | 2017-11-28 |
| AZ | RA | APPROVED | 2017-11-17 |
| UT | RA | APPROVED | 2017-11-17 |
| CA | RA | APPROVED | 2017-11-15 |
Branch Locations
510 South 200 West, Salt Lake City, UT 84101 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Salt Lake City | UT | 11/2011 | Present |
| Global Retirement Partners, Llc | Salt Lake City | UT | 11/2017 | Present |
1. 11/11/2011 - RETIREMENT PLAN CONSULTANTS, INC. - Investment Related - At Reported Business Location(s)- DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 12/15/2011 - NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - TIME SPENT 1% - Sell fixed life insurance and fixed annuities. 3. 12/5/2017 - Global Retirement Partners - DBA: (HYBRID) Retirement Plan Consultants, Inc. - Investment Related - At Reported Business Location(s) - Started 11/15/2017 - 180 Hours Per Month/146 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firms 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. 4. 9/14/2018 - No Business Name - Investment Related - Home Based - Author - Start Date: 09/17/2018 - 5 Hours Per Month/0 Hours During Securities Trading. 5. 11/05/2024- Elevate 401(k), LLC- Third Party Administrator (TPA)- President- Investment Related- At Reported Business Location(s)- Start Date 12/15/2011- 28 Hours Per Month/ 7 Hours During Trading 6. 11/05/2024- EBack Properties Highland Office, LLC- Real Estate Rental- Investment Related- Cottonwood Heights, UT- Start Date 10/10/2024- 1 Hour Per Month/ 0 Hours During Trading 7. 11/05/2024- EBack Properties Orlando Spectrum, LLC- Real Estate Rental- Investment Related- Orlando, FL- Start Date 05/01/2023- 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-05 |
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