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Joseph Donald Capouch

Global Retirement Partners LLC

Madison, WI

San Rafael, CA

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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
WI RA APPROVED 2023-07-07
  • WI RA
    APPROVED
    Since 2023-07-07

Branch Locations

828 John Nolen Drive, Madison, WI 53713 • 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
New York Life Insurance Company Madison WI 10/2021 07/2022
Edgewater Hotel Madison WI 01/2022 08/2022
Capouch Livestock Blair WI 01/2016 07/2021
Capouch Livestock Blair WI 08/2020 10/2020
Nylife Securities Llc Madison WI 02/2022 07/2022
Global Retirement Partners, Llc San Rafael CA 06/2023 Present
M3 Insurance Solutions/M3 Financial Madison WI 08/2022 Present
  • 10/2021 → 07/2022
    New York Life Insurance Company
    Madison, WI
  • 01/2022 → 08/2022
    Edgewater Hotel
    Madison, WI
  • 01/2016 → 07/2021
    Capouch Livestock
    Blair, WI
  • 08/2020 → 10/2020
    Capouch Livestock
    Blair, WI
  • 02/2022 → 07/2022
    Nylife Securities Llc
    Madison, WI
  • 06/2023 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 08/2022 → Present
    M3 Insurance Solutions/M3 Financial
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
S63 Uniform Securities Agent State Law Examination 2022-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    2022-06-16

View on SEC IAPD

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Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

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AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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