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Michael Kellen Naki

Global Retirement Partners LLC

San Rafael, CA

Granite Bay, 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
OR RA APPROVED 2026-04-08
CA RA APPROVED 2026-01-05
HI RA APPROVED 2026-01-05
MD RA APPROVED 2026-01-05
WA RA APPROVED 2025-04-09
NC RA APPROVED 2025-04-02
  • OR RA
    APPROVED
    Since 2026-04-08
  • CA RA
    APPROVED
    Since 2026-01-05
  • HI RA
    APPROVED
    Since 2026-01-05
  • MD RA
    APPROVED
    Since 2026-01-05
  • WA RA
    APPROVED
    Since 2025-04-09
  • NC RA
    APPROVED
    Since 2025-04-02

Branch Locations

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

9700 Village Center Drive, #236, Granite Bay, CA 95746 • 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
Lpl Financial Llc Roseville CA 03/2012 04/2025
Financial Advocates Investment Management Roseville CA 03/2012 04/2025
Global Retirement Partners, Llc San Rafael CA 04/2025 Present
  • 03/2012 → 04/2025
    Lpl Financial Llc
    Roseville, CA
  • 03/2012 → 04/2025
    Financial Advocates Investment Management
    Roseville, CA
  • 04/2025 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
  • 2012-12-20 → 2025-04-09
    Financial Advocates Investment Management
    Olympia, WA
    Roseville, CA
  • 2008-06-16 → 2012-03-19
    Financial Telesis Inc
    Roseville, CA
    Granite Bay, CA
    San Rafael, CA
Other Businesses

03/16/2012: REAL ESTATE RENTAL - OWNER OF APARTMENT COMPLEX - 1% OF TIME - ROSEVILLE, CA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-14
S63 Uniform Securities Agent State Law Examination 1990-11-15
  • S65 Uniform Investment Adviser Law Examination
    2008-06-14
  • S63 Uniform Securities Agent State Law Examination
    1990-11-15

View on SEC IAPD

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MADRONE INVESTMENT ADVISORY, LLC
FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES

Other Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
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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