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Stephanie Renee Richardson

Global Retirement Partners LLC

San Rafael, CA

Mclean, VA

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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
VA RA APPROVED 2019-06-24
  • VA RA
    APPROVED
    Since 2019-06-24

Branch Locations

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

8300 Greensboro Drive Suite 700, Mclean, VA 22102 • 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
Lockton Companies, Llc Washington DC 02/2012 05/2019
Lockton Investment Advisors, Llc Kansas City MO 09/2012 05/2019
Global Retirement Partners, Llc San Rafael CA 06/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-29
  • S65 Uniform Investment Adviser Law Examination
    2013-01-29

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
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