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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-07-28 |
Branch Locations
4695 Macarthur Ct, 6Th Floor, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Global Retirement Partners Llc | San Juan Capistrano | CA | 07/2014 | Present |
| Lpl Financial Llc | San Juan Capistrano | CA | 07/2014 | Present |
1. 07/30/2014 - RENTAL PROPERTY - INV REL - 5608 MATTHEWS COURT, BALTIMORE, MD 21225 - START 6/2008 - REAL ESTATE RENTAL - 1% TIME SPENT - BALTIMORE, MD 2. 07/30/2014 - GRP FINANCIAL - INV REL - 34700 PACIFIC COAST HWY, SUITE 307, CAPO BEACH, CA 92624 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 7/25/2014 - 100% TIME SPENT 3. 07/30/2014 - REAL ESTATE RENTAL - INV REL - 4112 DEEP SPACE STREET NORTH, LAS VEGAS, NV 89032 - START 8/1/2011 - 1% TIME SPENT - OWNER 4. 08/06/2014 - GLOBAL RETIREMENT PARTNERS - INV REL - 4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA 94903 - REGISTERED INVESTMENT ADVISOR HYBRID: GLOBAL RETIREMENT PARTNERS - START 07/25/2014 - 100% OF TIME SPENT - IAR: ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULTING. 5. 08/10/2015 - LAW OFFICE OF JASON S. JESKEY, INC. - INV REL - 29511 IVY GLENN DRIVE, LAGUNA NIGUEL, CA 92677 - LEGAL - START 05/01/2015 - 5 HOURS PER MONTH, 5 DURING TRADING - PARTNER OF THE LAW OFFICE OF JASON S. JESKEY; I AM THE ONLY EMPLOYEE. 6. 9/26/2019 - Global Retirement Partners - DBA: (Hybrid) GRP Financial California - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/01/2017 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-29 |
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