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Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-03
  • CA RA
    APPROVED
    Since 2026-03-03

Branch Locations

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

2165 Spring Street, Long Beach, CA 90806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bank Manhattan Beach CA 08/2016 03/2020
U.S. Bancorp Investments, Inc. Paramount CA 08/2016 04/2022
Sagepoint Financial Torrance CA 04/2022 09/2023
The Ameriflex Group, Inc. Torrance CA 04/2022 03/2026
Osaic Wealth, Inc. Torrance CA 09/2023 06/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 03/2026
Lpl Financial Llc Long Beach CA 03/2026 Present
Global Retirement Partners, Llc San Rafael CA 03/2026 Present
  • 08/2016 → 03/2020
    U.S. Bank
    Manhattan Beach, CA
  • 08/2016 → 04/2022
    Paramount, CA
  • 04/2022 → 09/2023
    Sagepoint Financial
    Torrance, CA
  • 04/2022 → 03/2026
    The Ameriflex Group, Inc.
    Torrance, CA
  • 09/2023 → 06/2025
    Osaic Wealth, Inc.
    Torrance, CA
  • 06/2025 → 03/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2026 → Present
    Lpl Financial Llc
    Long Beach, CA
  • 03/2026 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1. 03/ 2026 - Bryson Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - Start Date 3/2/2026 2. 03/2026 - ARR Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading -Long Beach, CA - Start Date 03/02/2026 3. 03/11/2026 - Global Retirement Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ during trading -I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 3/2026. 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. 4. 03/11/2026 - Bryson Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/02/2026 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
S63 Uniform Securities Agent State Law Examination 2015-01-05
  • S66 Uniform Combined State Law Examination
    2019-12-06
  • S63 Uniform Securities Agent State Law Examination
    2015-01-05
Designations
Other Names
  • Andre R Ramirez
  • Andre Ramirez

View on SEC IAPD

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