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Kathryn Elise Carrillo

Global Retirement Partners LLC

San Rafael, CA

Hollister, CA

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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
CA RA APPROVED 2025-11-25
  • CA RA
    APPROVED
    Since 2025-11-25

Branch Locations

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

Hollister, CA • 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 11/2025 Present
Gilroy Unified School District Gilroy CA 08/2015 11/2018
Stay At Home Mother Hollister CA 07/2017 Present
  • 11/2025 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 08/2015 → 11/2018
    Gilroy Unified School District
    Gilroy, CA
  • 07/2017 → Present
    Stay At Home Mother
    Hollister, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25
Other Names
  • Kathryn Elise Carillo

View on SEC IAPD

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