Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-06-11 |
Branch Locations
950 Main Ave, Ste. 1420, Cleveland, OH 44113 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | Cleveland | OH | 08/2020 | Present |
| Trinity Pension Consultants | Copley | OH | 07/2015 | 07/2020 |
| Lpl Financial, Llc | Cleveland | OH | 04/2021 | Present |
1. 4/13/2021 - OSWALD FINANCIAL INC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 6/9/2021 - Global Retirement Partners, LLC - DBA: Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 7/6/2020 - 200 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 6/9/2021 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 7/6/2020 - 200 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 200 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-04 |
Reach out to this advisor