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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
OH RA APPROVED 2021-06-11
  • OH RA
    APPROVED
    Since 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

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
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
  • 08/2020 → Present
    Cleveland, OH
  • 07/2015 → 07/2020
    Trinity Pension Consultants
    Copley, OH
  • 04/2021 → Present
    Lpl Financial, Llc
    Cleveland, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-04
  • S66 Uniform Combined State Law Examination
    2020-11-04

View on SEC IAPD

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