Benjamin Reese

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Global Retirement Partners Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-06
DE	RA	APPROVED	2026-05-04
PA	RA	APPROVED	2026-05-04

FL RA
APPROVED

Since 2026-05-06
DE RA
APPROVED

Since 2026-05-04
PA RA
APPROVED

Since 2026-05-04

Branch Locations

St. Petersburg, FL • United States

980 Jolly Road, Suite 100, Blue Bell, PA 19422 • United States

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

Organization	City	State	From	To
The Pennsylvania State University	University Park	PA	08/2014	09/2019
Deloitte & Touche Llp	Philadelphia	PA	09/2019	07/2021
Haverford Capital Advisors, Inc.	Radnor	PA	07/2021	02/2026
Crosstree Capital Partners, Inc.	Tampa	FL	02/2026	03/2026
Lpl Financial Llc	Saint Petersburg	FL	03/2026	Present
Global Retirement Partners, Llc	San Rafael	CA	05/2026	Present

08/2014 → 09/2019

The Pennsylvania State University

University Park, PA
09/2019 → 07/2021

Deloitte & Touche Llp

Philadelphia, PA
07/2021 → 02/2026

Haverford Capital Advisors, Inc.

Radnor, PA
02/2026 → 03/2026

Crosstree Capital Partners, Inc.

Tampa, FL
03/2026 → Present

Lpl Financial Llc

Saint Petersburg, FL
05/2026 → Present

Global Retirement Partners, Llc

San Rafael, CA

Other Businesses

1. 3/2026 - CDS Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - Blue Bell PA 19422 - OBA Start date: 3/20/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-01

S66 Uniform Combined State Law Examination

2026-05-01

View on SEC IAPD