Teni Shahnazarian

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → Present
  Lpl Financial Llc
  Glendale, CA
• 03/2017 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2010-03-05 → 2012-07-10
  Lpl Financial Llc
  Glendale, CA

Other Businesses

(1) 11/22/2013 - MY 360 WEALTH MANAGEMENT GROUP/ DBA ONLY/ 100%/ GLENDALE, CA (2) 02/03/2014 - DBA ONLY - SCE FCU WEALTH MANAGEMENT - GLENDALE, CA (3) 03/14/2016 * UMe Wealth Management * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/26/2016 * 5 HRS/MO. (4) 01/05/2018 - My 360 Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 03/15/17 - 150 Hours Per Month/150 During Securities Trading. (5) 01/05/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/15/2017 - 150 Hours Per Month/150 During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 150 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. (6) 1/4/2022 - ETOT Proprties LLC - Investment Related - Glendale, CA 91201 - Real Estate Rental - Started 03/09/2021 - 0 Hours Per Month - LLC for family home turned to a long term rental. (7) 01/14/2022 - AEAG Properties LLC - Investment Related - Palm Springs, CA 92262 - Real Estate Rental - Start Date: 11/30/2021 - 10 Hours Per Month/0 Hours During Securities Trading - LLC for family home turned to short term rental through AirBNB. (8) 07/16/2024 - Rize Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/17/2024 - 15 Hours Per Month/ During Trading (9) 11/04/2024 - Outside/W-2 Employment - Family Caregiver - Not Investment Related - Glendale, CA - Start Date 08/05/2024 - 10 Hours Per month/ 0 Hours During Trading (10) 06/15/2026 - Glen Shah Legacy, Inc - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Glendale, CA - Start Date 06/10/2026 - 160 hours per month/ 80 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2010-03-04

Other Names

• Teni Galusian
• Tani Galusian
• Tani Galusian