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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
MA RA APPROVED 2024-08-12
  • MA RA
    APPROVED
    Since 2024-08-12

Branch Locations

687 Highland Ave. Suite 11-12, Needham, MA 02494 • 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 05/2022 Present
Corbco Retirement Group Needham MA 08/2021 Present
Framingham State University Framingham MA 09/2019 05/2021
Lavallee's Bakery Distributors Waltham MA 03/2014 05/2020
Fedex Express Framingham MA 01/2015 11/2019
Middlesex Community College Bedford MA 01/2017 05/2018
  • 05/2022 → Present
    San Rafael, CA
  • 08/2021 → Present
    Corbco Retirement Group
    Needham, MA
  • 09/2019 → 05/2021
    Framingham State University
    Framingham, MA
  • 03/2014 → 05/2020
    Lavallee's Bakery Distributors
    Waltham, MA
  • 01/2015 → 11/2019
    Fedex Express
    Framingham, MA
  • 01/2017 → 05/2018
    Middlesex Community College
    Bedford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-08-09

View on SEC IAPD

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