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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-10-14 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
10715 Sikes Place, Suite 100, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 10/2019 | Present |
| Retirement Plan Analytics | Charlotte | NC | 09/2018 | Present |
| The Sail Shop | Bald Head Island | NC | 05/2014 | 08/2018 |
| Liberty University | Lynchburg | VA | 08/2016 | 05/2018 |
| Lpl Financial Llc | Charlotte | NC | 03/2019 | Present |
1) 02/25/2025 - Crump Life Insurance Services - Investment Related - Harrisburg, PA - Non-Variable Insurance - Start Date:5/1/2023 - 3 Hrs/Mth - 1Hrs During Trading. 2) 05/27/2025 - Retirement Plan Analytics - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 09/04/2018 - 175 Hrs/Mth - 8 Hrs During Trading. 3) 05/30/2025 - GLOBAL RETIREMENT PARNTERs - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:10/14/2019 - 175 Hrs/Mth - 8 Hrs During Trading. I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2019. 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. 4) 05/30/2025 - RETIREMENT PLAN ANALYTICS LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:8/28/2018 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-12 |
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