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Elsie Louise Criswell

Global Retirement Partners LLC

Mercer Island, WA

San Rafael, CA

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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2018-10-31
  • WA RA
    APPROVED
    Since 2018-10-31

Branch Locations

8015 Se 28Th St., Suite 214, Mercer Island, WA 98040 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kibble & Prentice Holding Company Seattle WA 10/2011 06/2018
Usi Advisors, Inc. Seattle WA 04/2017 06/2018
Global Retirement Partners, Llc San Rafael CA 10/2018 Present
Heffernan Insurance Brokers San Francisco CA 09/2018 Present
  • 10/2011 → 06/2018
    Kibble & Prentice Holding Company
    Seattle, WA
  • 04/2017 → 06/2018
    Usi Advisors, Inc.
    Seattle, WA
  • 10/2018 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 09/2018 → Present
    Heffernan Insurance Brokers
    San Francisco, CA
Previous Registrations
  • 2017-04-27 → 2018-07-02
    Usi Advisors
    Seattle, WA
  • 2012-05-11 → 2017-05-01
    Kibble & Prentice Holding Company
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-23
  • S65 Uniform Investment Adviser Law Examination
    2012-04-23
Other Names
  • Elsie Louise Huxtable

View on SEC IAPD

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Other Offices

DLK INVESTMENT ADVISORS, LLC · MERCER ISLAND, WA
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THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
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