Joseph Patrick Kerrigan

Current Employers

Employment History

• 09/2020 → 12/2020
  Lincoln Investment
  Fort Washington, PA
• 08/2016 → 05/2020
  The Ohio State University
  Columbus, OH
• 05/2020 → 09/2020
  Unemployed
  Medina, OH
• 05/2019 → 08/2019
  Ellsworth Advisors
  Hudson, OH
• 05/2018 → 08/2019
  Thirsty Parrot
  Cleveland, OH
• 05/2016 → 08/2017
  Fox Meadow Country Club
  Medina, OH
• 11/2020 → 12/2020
  Lincoln Investment
  Fort Washington, PA
• 11/2020 → 12/2020
  Capital Analysts
  Fort Washington, PA
• 11/2021 → 07/2023
  Mml Investor Services, Llc
  Medina, OH
• 10/2021 → 07/2023
  Massmutual Life Insurance Company
  Medina, OH
• 01/2021 → 07/2021
  Morgan Stanley
  Columbus, OH
• 07/2021 → 10/2021
  Thirsty Parrot
  Cleveland, OH
• 07/2023 → 10/2024
  Lpl Financial Llc
  Medina, OH
• 06/2024 → 06/2024
  Global Retirement Partners
  Medina, OH
• 07/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2024-07-24 → 2025-01-09
  Global Retirement Partners Llc
  San Rafael, CA
  Medina, OH
• 2020-11-03 → 2020-12-23
  Lincoln Investment
  Independence, OH
  Palm Beach Gardens, FL
• 2020-11-09 → 2020-12-23
  Capital Analysts
  Independence, OH

Other Businesses

1) 02/27/2023 - SRP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 02/27/2023 - DORMAN LEGACY ADVISORS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 02/27/2023 - STRATEGIC RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 4) 07/31/2023 - THIRSTY PARROT - Outside/W-2 Employment - Barback - Cleveland, OH - Not investment related - <20 Hours per month / 0 Hours during trading - Start date: 05/31/2018 5) 08/07/2023 - SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date 01/31/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% 6) 08/07/2023 - DORMAN LEGACY ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date 01/31/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% 7) 08/07/2023 - STRATEGIC RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin - Start Date 01/31/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% 8) 08/07/2023 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date 01/31/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 01/2023. 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.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-23

Other Names

• Joe Kerrigan
• Joseph Kerrigan
• Joseph Patrick Kerrigan
• Joseph Patrick Kerrigan