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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-11 |
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