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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2018-08-06 |
| MA | RA | APPROVED | 2015-11-30 |
Branch Locations
5 Whittier Street, Framingham, MA 01701 • 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 | Andover | MA | 11/2015 | Present |
| Global Retirement Partners | San Rafael | CA | 11/2015 | Present |
1. 11/17/2015: DBA Bearing Financial Services - Non-Variable Insurance - Investment Related - 30 Birginia Rd, Natick, MA 01760 - Start 05/19/2003 - 30 Hr/Mo; 15 Hours During Securities Trading; 20% Time Spent - Health, Life, LTC 2. 01/13/2016: Global Retirement Partners - Registered Investment Advisor Hybrid - DBA: (HYBRID) Global Retirement Partners - Investment Related - 4340 Redwood Highway, Suite B-60, San Rafael, CA 94903 - Start 10/2015 - I provide investment advisory services through Global Reitrement Partners, an independent investment advisor firm. I started this business activity in Oct, 2015. I expect to spend approximately 20 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. 3. 01/13/2016: Global Retirement Partners, LLC - Registered Investment Advisor DBA - DBA: (HYBRID) Baystate Fiduciary Advisors - Investment Related - At Reported Business Location(s) - Start 01/07/2016 - 20 Hr/Mo; 15 Hours During Securities Trading - IAR 4. 3/5/2021 - Retirement Impact, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 6/30/2021 - Retirement Impact, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/11/2021 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-13 |
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