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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
WV RA APPROVED 2026-05-15
SC RA APPROVED 2018-10-29
NC RA APPROVED 2018-10-16
  • WV RA
    APPROVED
    Since 2026-05-15
  • SC RA
    APPROVED
    Since 2018-10-29
  • NC RA
    APPROVED
    Since 2018-10-16

Branch Locations

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

10715 Sikes Place, Suite 100, Charlotte, NC 28277 • 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
Metlife Securities Inc. Charlotte NC 02/2001 12/2016
Massmutual Charlotte NC 07/2016 12/2016
Lpl Financial, Llc Charlotte NC 12/2016 Present
Global Retirement Partners, Llc Charlotte NC 10/2018 Present
  • 02/2001 → 12/2016
    Metlife Securities Inc.
    Charlotte, NC
  • 07/2016 → 12/2016
    Massmutual
    Charlotte, NC
  • 12/2016 → Present
    Lpl Financial, Llc
    Charlotte, NC
  • 10/2018 → Present
    Charlotte, NC
Previous Registrations
  • 2016-05-27 → 2016-12-20
    Msi Financial Services, Inc.
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Other Businesses

1. 12/15/2016 - RETIREMENT PLAN ANALYTICS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 90%/ CHARLOTTE, NC 2. 11/13/2018 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 11/13/2018 - Retirement Plan Analytics, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 4/5/2023 - Crump Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/10/2023 - 15 Hours Per Month/15 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-07
S63 Uniform Securities Agent State Law Examination 1991-04-18
  • S65 Uniform Investment Adviser Law Examination
    2016-05-07
  • S63 Uniform Securities Agent State Law Examination
    1991-04-18
Other Names
  • Wayne E Greenough
  • Wayne Greenough

View on SEC IAPD

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