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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
NC RA APPROVED 2019-10-14
  • NC RA
    APPROVED
    Since 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

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 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
  • 10/2019 → Present
    San Rafael, CA
  • 09/2018 → Present
    Retirement Plan Analytics
    Charlotte, NC
  • 05/2014 → 08/2018
    The Sail Shop
    Bald Head Island, NC
  • 08/2016 → 05/2018
    Liberty University
    Lynchburg, VA
  • 03/2019 → Present
    Lpl Financial Llc
    Charlotte, NC
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-03
S65 Uniform Investment Adviser Law Examination 2019-10-12
  • S63 Uniform Securities Agent State Law Examination
    2025-03-03
  • S65 Uniform Investment Adviser Law Examination
    2019-10-12
Designations

View on SEC IAPD

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