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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
Portola Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Partners | Shorewood | IL | 01/2016 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2019 |
| Lpl Financial, Llc | Redwood City | CA | 04/2019 | Present |
| Global Retirement Partners Llc | Redwood City | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
1) 4/1/2019 - DBA for LPL Business (entity for LPL business) - SRP - Investment Related - At Reported Business Location(s) 2) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - ASCENT WEALTH MANAGEMENT GROUP INC - Redwood City, CA 3) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - SRP Holdings Group LLC - Shorewood, IL 4) 4/1/2019 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners - Investment Related - At Reported Business Location(s) 5) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - Given to Fly LLC - Shorewood, IL. 6) 4/4/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 10/2015 - 140 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. Is tarted this business activity in 10/2015. I expect to spend approximately140 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, itsowners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent ofLPL Financial. 7) 4/12/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR. 8) 4/12/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2015. 9) 03/16/2026 - Wellth Advisory Services, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 160 hours per month/ during trading - I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 7/2024. 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. 10) 07/13/2026 - 401(k) Corrections - Third Party Administrator (TPA) - Investment Related - Ladysmith, WI - Start Date 07/14/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-08 |
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