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Kyle Jay Russell

Global Retirement Partners LLC

San Rafael, CA

Mercer Island, WA

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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
WA RA APPROVED 2025-04-01
  • WA RA
    APPROVED
    Since 2025-04-01

Branch Locations

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

8015 Se 28Th Street, #214, Mercer Island, WA 98040 • 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
Kibble & Prentice Holding Company Seattle WA 07/2003 11/2017
M Holdings Securities, Inc Portland OR 07/2005 11/2017
Usi Advisors, Inc. Seattle WA 04/2017 11/2017
Unemployed Seattle WA 11/2017 11/2019
E.K. Riley Investments, Llc Seattle WA 11/2019 10/2020
Capstone Wealth Advisors Bellevue WA 02/2022 04/2025
Unemployed Seattle WA 10/2020 02/2022
Global Retirement Partners, Llc San Rafael CA 04/2025 Present
  • 07/2003 → 11/2017
    Kibble & Prentice Holding Company
    Seattle, WA
  • 07/2005 → 11/2017
    M Holdings Securities, Inc
    Portland, OR
  • 04/2017 → 11/2017
    Usi Advisors, Inc.
    Seattle, WA
  • 11/2017 → 11/2019
    Unemployed
    Seattle, WA
  • 11/2019 → 10/2020
    E.K. Riley Investments, Llc
    Seattle, WA
  • 02/2022 → 04/2025
    Capstone Wealth Advisors
    Bellevue, WA
  • 10/2020 → 02/2022
    Unemployed
    Seattle, WA
  • 04/2025 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
  • 2022-02-08 → 2025-02-11
    Capstone Wealth Advisors, Llc
    Salem, OR
    Bellevue, WA
  • 2019-11-06 → 2020-10-09
    Ek Riley Investments, Llc
    Seattle, WA
    Seattle, WA
  • 2017-04-27 → 2017-11-08
    Usi Advisors
    Seattle, WA
  • 2005-09-23 → 2017-05-01
    Kibble & Prentice Holding Company
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-08-22
S65 Uniform Investment Adviser Law Examination 2004-05-11
  • S63 Uniform Securities Agent State Law Examination
    2005-08-22
  • S65 Uniform Investment Adviser Law Examination
    2004-05-11

View on SEC IAPD

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Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

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