Best Investors Account Sign in
Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-02
UT RA APPROVED 2020-06-01
CO RA APPROVED 2020-05-29
  • TX RA
    APPROVED_RES
    Since 2025-10-02
  • UT RA
    APPROVED
    Since 2020-06-01
  • CO RA
    APPROVED
    Since 2020-05-29

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

2793 Skyline Court, Suite D, Grand Junction, CO 81506 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2012-10-25
  • CO RA
    APPROVED
    Since 2012-10-25

Branch Locations

2793 Skyline Ct Ste D, Grand Junction, CO 81506 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Grand Junction CO 09/2012 Present
Cornerstone Wealth Management, Llc Grand Junction CO 10/2012 05/2020
Globl Retirement Partners, Llc Grand Junction CO 05/2020 Present
Previous Registrations
Other Businesses

1. 7/30/2012: Insight Financial Solutions, LLC - Non-Variable Insurance DBA - Insight Financial Solutions, LLC - INV REL - At Reported Business Location(s) - Life, health, ltc, disability, fixed annuity - 100% Time Spent 2. 7/28/2016: Insight Financial Solutions - DBA for LPL Business (entity for LPL business) - Insight Financial Solutions - INV REL - At Reported Business Location(s) - Start 09/25/2006 - 1 Hr/Mo; 0 Hours During Securities Trading. 3. 7/25/2017 - Skyline Court Ventures, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Started 07/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 7/6/2020 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 06/2020. 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. 7/6/2020 - Insight Financial Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 6. 2/4/2021 - DWC Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 02/01/2021 - 20 Hours Per Month/15 Hours During Securities Trading. 7. 09/13/2021 - Western Slope Advisors, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/01/2021 - 10 Hours Per Month/1 Hour During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-21
  • S66 Uniform Combined State Law Examination
    2009-12-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Rafael, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor