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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
UT RA APPROVED 2024-11-25
  • UT RA
    APPROVED
    Since 2024-11-25

Branch Locations

7240 S Highland Drive Suite 201 , Cottonwood Heights, UT 84121 • 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
Diversify Llc Sandy UT 06/2022 10/2024
Washington Rec Center Day Care Saint George UT 04/2022 05/2022
Middle School Boys Tennis Association Saint George UT 02/2022 04/2022
Dixie State University Saint George UT 11/2021 01/2022
Northwestern Mutual Saint George UT 05/2021 10/2021
Bloomington Country Club Saint George UT 08/2019 04/2021
Orlandos Mexican Restaurant Kaysville UT 04/2016 07/2019
Pacsun Layton UT 08/2017 07/2018
Davis Behavioral Health Layton UT 09/2016 07/2017
Dfpg Investments, Llc Sandy UT 02/2023 10/2024
Student Layton UT 02/2013 05/2019
Lpl Financial Llc Cottonwood Heights UT 11/2024 Present
Global Retirement Partners, Llc San Rafael CA 11/2024 Present
  • 06/2022 → 10/2024
    Diversify Llc
    Sandy, UT
  • 04/2022 → 05/2022
    Washington Rec Center Day Care
    Saint George, UT
  • 02/2022 → 04/2022
    Middle School Boys Tennis Association
    Saint George, UT
  • 11/2021 → 01/2022
    Dixie State University
    Saint George, UT
  • 05/2021 → 10/2021
    Northwestern Mutual
    Saint George, UT
  • 08/2019 → 04/2021
    Bloomington Country Club
    Saint George, UT
  • 04/2016 → 07/2019
    Orlandos Mexican Restaurant
    Kaysville, UT
  • 08/2017 → 07/2018
    Pacsun
    Layton, UT
  • 09/2016 → 07/2017
    Davis Behavioral Health
    Layton, UT
  • 02/2023 → 10/2024
    Dfpg Investments, Llc
    Sandy, UT
  • 02/2013 → 05/2019
    Student
    Layton, UT
  • 11/2024 → Present
    Lpl Financial Llc
    Cottonwood Heights, UT
  • 11/2024 → Present
    San Rafael, CA
Other Businesses

1) 11/2024 - RETIREMENT PLAN CONSULTANTS INC / DBA for LPL Business (entity for LPL business) / Inv. Related / SALT LAKE CITY, UT 84101-2331 / Start date 12/02/2024 2) 12/18/2024 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/02/2024 - 160 hours per month/ 8 hours during trading - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 12/2024. 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. 3) 12/18/2024 - RETIREMENT PLAN CONSULTANTS INC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 12/02/2024 - 160 hours per month/ 8 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-11
  • S66 Uniform Combined State Law Examination
    2023-07-11

View on SEC IAPD

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