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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
UT RA APPROVED 2020-12-11
  • UT RA
    APPROVED
    Since 2020-12-11

Branch Locations

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

510 South 200 West, Salt Lake City, UT 84101 • 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
Retirement Plan Consultants Salt Lake City UT 01/2015 06/2020
Lpl Financial, Llc Salt Lake City UT 06/2020 Present
Global Retirement Partners Salt Lake City UT 09/2020 Present
  • 01/2015 → 06/2020
    Retirement Plan Consultants
    Salt Lake City, UT
  • 06/2020 → Present
    Lpl Financial, Llc
    Salt Lake City, UT
  • 09/2020 → Present
    Global Retirement Partners
    Salt Lake City, UT
Other Businesses

1. 8/3/2020 - RETIREMENT PLAN CONSULTANTS, INC. - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 10/15/2020 - RETIREMENT PLAN CONSULTANTS, INC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Started 09/01/2020 - 160 Hours Per Month - Time Spent 100%. 3. 10/15/2020 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin. - Started 09/01/2020 - 160 Hours Per Month - Time Spent 100% - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity 09/2020. I expect to spend approximately 160 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. 05/11/2022- Masterwor(k) Retirement - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- START DATE 02/28/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-11
  • S66 Uniform Combined State Law Examination
    2020-11-11

View on SEC IAPD

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