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Lucas W Rogers

Global Retirement Partners LLC

W Accokeek, MD

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
MD RA APPROVED 2026-01-05
CA RA APPROVED 2025-02-26
PA RA APPROVED 2025-02-26
  • MD RA
    APPROVED
    Since 2026-01-05
  • CA RA
    APPROVED
    Since 2025-02-26
  • PA RA
    APPROVED
    Since 2025-02-26

Branch Locations

W Accokeek, MD • 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
The Vanguard Group, Inc. Malvern PA 12/2015 10/2020
T Rowe Price Owing Mills MD 06/2022 02/2025
Infosys Malvern PA 10/2020 01/2021
Ascensus Dresher PA 01/2021 05/2022
Global Retirement Partners, Llc San Rafael CA 02/2025 Present
  • 12/2015 → 10/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2022 → 02/2025
    T Rowe Price
    Owing Mills, MD
  • 10/2020 → 01/2021
    Infosys
    Malvern, PA
  • 01/2021 → 05/2022
    Ascensus
    Dresher, PA
  • 02/2025 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-05
S63 Uniform Securities Agent State Law Examination 2016-02-12
  • S66 Uniform Combined State Law Examination
    2023-07-05
  • S63 Uniform Securities Agent State Law Examination
    2016-02-12
Other Names
  • Lucas Rogers
  • Lucas Walter Rogers

View on SEC IAPD

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