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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
MD RA APPROVED 2022-04-14
  • MD RA
    APPROVED
    Since 2022-04-14

Branch Locations

1 Kelly Way, Sparks, MD 21152 • 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
Principal Securities, Inc. Bethesda MD 10/2018 10/2021
Principal Life Insurance Company Bethesda MD 10/2018 10/2021
The Ohio State University Columbus OH 07/2018 08/2018
Major League Lacrosse Brighten MA 06/2018 10/2018
The Ohio State University Columbus OH 08/2013 05/2018
Kelly Benefits Advisory Sparks MD 11/2021 Present
Lpl Financial, Llc Sparks MD 12/2021 Present
Global Retirement Partners, Llc San Rafael CA 03/2015 Present
  • 10/2018 → 10/2021
    Principal Securities, Inc.
    Bethesda, MD
  • 10/2018 → 10/2021
    Principal Life Insurance Company
    Bethesda, MD
  • 07/2018 → 08/2018
    The Ohio State University
    Columbus, OH
  • 06/2018 → 10/2018
    Major League Lacrosse
    Brighten, MA
  • 08/2013 → 05/2018
    The Ohio State University
    Columbus, OH
  • 11/2021 → Present
    Kelly Benefits Advisory
    Sparks, MD
  • 12/2021 → Present
    Lpl Financial, Llc
    Sparks, MD
  • 03/2015 → Present
    San Rafael, CA
Other Businesses

1. 12/13/2021 - KELLY BENEFITS ADVISORY/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ SPARKS, MD 2. 12/13/2021 - CREEK CHRONICLES, LLC/ OTHER/ NOT INVESTMENT RELATED/ 1%/ EASTON, MD 3. 05/27/2022 - Kelly Benefits Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Financial Advisor - Start Date - 11/16/2021 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100%. 4. 05/26/2022 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Financial Advisor - Start Date - 11/16/2021 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2021. 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-14
S63 Uniform Securities Agent State Law Examination 2019-04-08
  • S65 Uniform Investment Adviser Law Examination
    2022-04-14
  • S63 Uniform Securities Agent State Law Examination
    2019-04-08
Other Names
  • John Richardson Kelly
  • John R Kelly

View on SEC IAPD

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