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Inactive

Meredith Grace Coffey

Global Retirement Partners LLC

Lancaster, MA

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
MA RA APPROVED 2025-02-14
  • MA RA
    APPROVED
    Since 2025-02-14

Branch Locations

Lancaster, MA • 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
Provo Financial Services Shrewsbury MA 05/2017 12/2018
Framingham State University Framingham MA 09/2013 05/2017
Tjx Companies Hudson MA 06/2011 11/2016
Provo Financial Services Shrewsbury MA 08/2015 05/2017
Ballentine Partners Llc Waltham MA 02/2019 01/2021
Hub International Chicago IL 09/2021 Present
Unemployed Hudson MA 02/2021 08/2021
Global Retirement Partners, Llc San Rafael CA 12/2024 Present
  • 05/2017 → 12/2018
    Provo Financial Services
    Shrewsbury, MA
  • 09/2013 → 05/2017
    Framingham State University
    Framingham, MA
  • 06/2011 → 11/2016
    Tjx Companies
    Hudson, MA
  • 08/2015 → 05/2017
    Provo Financial Services
    Shrewsbury, MA
  • 02/2019 → 01/2021
    Ballentine Partners Llc
    Waltham, MA
  • 09/2021 → Present
    Hub International
    Chicago, IL
  • 02/2021 → 08/2021
    Unemployed
    Hudson, MA
  • 12/2024 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
  • 2022-01-26 → 2024-03-09
    Hub International Investment Services Inc.
    Hudson, MA
    San Rafael, CA
    Austin, TX
  • 2019-03-13 → 2021-01-15
    Ballentine Partners
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-29
  • S66 Uniform Combined State Law Examination
    2018-06-29

View on SEC IAPD

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