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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
CO RA APPROVED 2026-04-02
CA RA APPROVED 2026-04-01
  • CO RA
    APPROVED
    Since 2026-04-02
  • CA RA
    APPROVED
    Since 2026-04-01

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

5151 California Ave., #100, Irvine, CA 92617 • 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
Cal Poly Corporation San Luis Obispo CA 01/2017 05/2019
Lewis Financial San Luis Obispo CA 05/2019 09/2020
Relational Advisors Irvine CA 10/2020 Present
Cal Poly State University San Luis Obispo CA 09/2016 06/2020
Cetera Advisor Networks El Segundo CA 11/2020 04/2021
Sageview Advisory Group Irvine CA 10/2020 03/2026
Cetera Advisor Networks El Segundo CA 04/2021 03/2026
Global Retirement Partners, Llc San Rafael CA 03/2026 Present
  • 01/2017 → 05/2019
    Cal Poly Corporation
    San Luis Obispo, CA
  • 05/2019 → 09/2020
    Lewis Financial
    San Luis Obispo, CA
  • 10/2020 → Present
    Relational Advisors
    Irvine, CA
  • 09/2016 → 06/2020
    Cal Poly State University
    San Luis Obispo, CA
  • 11/2020 → 04/2021
    Cetera Advisor Networks
    El Segundo, CA
  • 10/2020 → 03/2026
    Sageview Advisory Group
    Irvine, CA
  • 04/2021 → 03/2026
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2026 → Present
    San Rafael, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2021-12-10

View on SEC IAPD

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