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Jeffrey Scott Bennett

Global Retirement Partners LLC

Latham, NY

San Rafael, 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
FL RA APPROVED 2022-11-22
NY RA APPROVED 2022-08-31
  • FL RA
    APPROVED
    Since 2022-11-22
  • NY RA
    APPROVED
    Since 2022-08-31

Branch Locations

14 Plaza Drive, Suite 102, Latham, NY 12110 • 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
OrganizationCityStateFromTo
Direct Advisors, Llc Latham NY 08/2006 Present
Dr Pension Services, Llc Albany NY 01/2002 12/2017
Global Retirement Partners, Llc San Rafael CA 08/2022 Present
Hub International, Inc. Chicago IL 08/2022 Present
  • 08/2006 → Present
    Direct Advisors, Llc
    Latham, NY
  • 01/2002 → 12/2017
    Dr Pension Services, Llc
    Albany, NY
  • 08/2022 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 08/2022 → Present
    Hub International, Inc.
    Chicago, IL
Previous Registrations
  • 2021-08-06 → 2022-12-05
    Direct Advisors, Llc
    Latham, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-01
  • S65 Uniform Investment Adviser Law Examination
    2005-02-01

View on SEC IAPD

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