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Inactive

Catherine Lea Kilmer

Global Retirement Partners LLC

San Rafael, CA

Latham, NY

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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
NY RA APPROVED 2025-09-02
  • NY RA
    APPROVED
    Since 2025-09-02

Branch Locations

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

14 Plaza Drive, Suite 102, Latham, NY 12110 • 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 07/2025 Present
Direct Advisors Latham NY 02/2002 Present
Hub International Chicago IL 09/2022 Present
  • 07/2025 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 02/2002 → Present
    Direct Advisors
    Latham, NY
  • 09/2022 → Present
    Hub International
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-09-02

View on SEC IAPD

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