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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-07 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
16220 N Scottsdale Rd - Suite 100, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners | San Rafael | CA | 07/2019 | 10/2019 |
| Flack Global Metals | Scottsdale | AZ | 03/2016 | 06/2019 |
| Lpl Financial | Phoenix | AZ | 10/2019 | 12/2020 |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2020 | 10/2024 |
| Benefit Commerce Group 401(K) Advisors | Scottsdale | AZ | 07/2022 | Present |
| Alera Investment Advisors, Llc | Deerfield | IL | 11/2024 | Present |
1. 07/2022 - BCG 401K ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR-Start Date - 07/2022 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 07/2022 - BCG 401K ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/2022 - 160 Hours Per Month/100 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-03 |
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