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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
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

3055 44Th Street Sw, Grandville, MI 49418 • 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
Kestra Advisory Services Llc Grandville MI 01/2020 02/2022
Hope College Holland MI 08/2016 05/2020
European Autohaus Holland MI 06/2019 12/2019
Holland Downtown Dogs Holland MI 12/2017 12/2018
Global Retirement Partners, Llc San Rafael CA 02/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-11
  • S65 Uniform Investment Adviser Law Examination
    2021-10-11
Other Names
  • Samuel Balke
  • Samuel William Balke

View on SEC IAPD

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