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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-18 |
| CA | RA | APPROVED | 2024-06-28 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
500 Silver Spur Road Suite 121, Palos Verdes, CA 90275 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Palos Verdes | CA | 12/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palos Verdes | CA | 11/2016 | 06/2019 |
| Lpl Financial, Llc | Palos Verdes | CA | 06/2019 | Present |
| Global Retirement Partners, Llc | Palos Verdes | CA | 06/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Palos Verdes | CA | 06/2024 | Present |
1.07/11/2019; Bermudez Hall Retirement Group LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 06/20/2019; 1hrs/mth; 1hrs during trading 2.12/18/2019; FlexMatch; Student Loan Payment Program; Not Investment Related; Suite 121 Palos Verdes,CA; Start Date 09/01/2019; 5hrs/mth; 5hrs during trading 3.07/13/2021; SRP Ventures, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/28/2021; 0hrs/mth; 0hrs during trading 4.11/29/2021; SRP Risk Management LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 11/10/2021; 2hrs/mth; 2hrs during trading 5.02/04/2022; none; Other - Book Sale Proceeds; Not Investment Related; 500 Silver Spur Suite 121 Rancho Palos Verdes,CA; Start Date 02/01/2022; 1hrs/mth; 0hrs during trading 6.05/25/2023; None; Non-Profit Board Member; Not Investment Related; 500 Silver Spur Road Suite 121 Palos Verdes,CA; Start Date 03/01/2023; 1hrs/mth; 1hrs during trading 7.04/19/2024; N/A; Real Estate Rental; Investment Related; 624 Sierra St. El Segundo,CA; Start Date 01/12/2024; 0hrs/mth; 0hrs during trading 8.12/03/2024; (Hybrid) WELLTH ADVISORY SERVICES LLC / WELLTH ADVISORY SERVICES LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/01/2024; 150hrs/mth; 5hrs during trading; I provide investment advisory services through WELLTH ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 150 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9.12/05/2024; Independent Insurance Agent; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 11/21/2024; 1hrs/mth; 1hrs during trading 10.12/24/2024; (Hybrid) Strategic Retirement Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/01/2024; 120hrs/mth; 40hrs during trading; 11.03/31/2026; SRP Holdings Group; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 5hrs/mth; 2hrs during trading 12.08/12/2026; Strategic Retirement Partners; For-Profit Board Member; Not Investment Related; Shorewood,IL; Start Date 01/01/2025; 6hrs/mth; 6hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-02 |
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