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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
CO RA APPROVED 2021-02-17
  • CO RA
    APPROVED
    Since 2021-02-17

Branch Locations

464 Main Street, Grand Junction, CO 81507 • 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 San Rafael CA 02/2021 Present
Dalby, Wendland & Co., P.C. Grand Junction CO 07/1996 Present
Other Businesses

1. Managing Partner and CEO of Dalby, Wendland & Co., P.C. Approximate Hours per Month: 220, all during securities trading hours. 2. Colorado Mesa University Foundation Investment Committee: Advisor to the CMUF Investment Committee Board. Located in Grand Junction, Colorado. Not investment related. Start Date: 2018. One hour per month, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-05
  • S65 Uniform Investment Adviser Law Examination
    2021-02-05

View on SEC IAPD

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