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Inactive

Henry Dean Levis

Global Retirement Partners LLC

Irvine, CA

San Rafael, CA

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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
CA RA APPROVED 2026-04-01
  • CA RA
    APPROVED
    Since 2026-04-01

Branch Locations

5151 California Ave., #100., Irvine, CA 92617 • 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
Beacon Pointe Advisors, Llc Newport Beach CA 05/2020 02/2022
Beacon Pointe Advisors, Llc Newport Beach CA 06/2020 08/2020
Beacon Pointe Advisors, Llc Newport Beach CA 06/2019 08/2019
Beacon Pointe Advisors, Llc Newport Beach CA 04/2018 08/2018
Washington State University Pullman WA 08/2016 05/2020
Sageview Advisory Group, Llc Newport Beach CA 02/2023 03/2026
Relational Advisors Irvine CA 03/2022 03/2026
Global Retirement Partners, Llc San Rafael CA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-26
  • S65 Uniform Investment Adviser Law Examination
    2021-02-26

View on SEC IAPD

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