Sean C Kelly

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 12/2019
  Lpl Financial, Llc
  Irvine, CA
• 07/2016 → Present
  Global Retirement Partners, Llc
  San Rafael, CA
• 10/2021 → Present
  Lpl Financial Llc
  Irivine, CA

Previous Registrations

• 2016-08-01 → 2019-12-23
  Lpl Financial Llc
  Santa Ana, CA
  San Rafael, CA
  Irvine, CA
• 2010-11-30 → 2016-05-23
  Lpl Financial Llc
  Fort Mill, SC
• 2008-09-09 → 2010-11-30
  Nrp Advisors, Inc.
  Capistrano Beach, CA

Other Businesses

1) 10/29/2021 - Heffernan Retirement Services - DBA for LPL Business (entity for LPL business) -inv. related - IRVINE, CA 2) 10/29/2021- Heffernan Financial Services - DBA for LPL Business (entity for LPL business) - inv. related - IRVINE, CA 3. 10/07/2025 - Heffernan Financial - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - Start date: 12/23/2024 - 160hrs/mnth 8hrsduring Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-09-08