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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 | 2019-02-07 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
10715 Sikes Place, Suite 100, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ronald Blue & Co. | Charlotte | NC | 06/2016 | 11/2016 |
| Lpl Financial Llc | Charlotte | NC | 12/2016 | Present |
| Retirement Plan Analytics | Charlotte | NC | 12/2016 | 11/2017 |
| Global Retirement Partners, Llc | Charlotte | NC | 02/2019 | Present |
1) 12/11/2017 - Retirement Plan Analytics - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 12/2016 - 160 hr/mth. 2) 9/26/2019 - Global Retirement Partners, LLC - DBA: (Hybrid) Retirement Plan Analytics, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 3) 9/26/2019 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2018. 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) 11/05/2021 - The Pinnacle Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 01/01/2020 - 5 Hours Per Month/5 Hours During Securities Trading. 5) 04/14/2023 - Crump Life Insurance Services - At Reported Business Location(s) - Non-Variable Insurance - Start Date 04/10/2023 - 15 Hours Per Month/ 15 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-11 |
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