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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-05 |
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2021-06-16 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
17830 New Hampshire Ave., Suite 303, Ashton, MD 20861 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Brookeville | MD | 02/2012 | Present |
| Global Retirement Partners, Llc | Brookeville | MD | 06/2021 | Present |
1. 3/9/2018 - Anderson Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/21/2018 - 100 Hours Per Month/100 Hours During Trading. 2. 6/17/2021 - Anderson Financial Group LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/02/2020 - 0 Hours Per Month. 3. 8/6/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/15/2021 - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 120 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 8/9/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) Anderson Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/15/2021 - 160 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-21 |
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