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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-31 |
| RI | RA | APPROVED | 2024-06-28 |
Branch Locations
42 Weybosset Street, Penthouse, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Wellesley Hills | MA | 04/2010 | 11/2018 |
| Centinel Financial Group, Llc | Wellesley Hills | MA | 04/2010 | 08/2022 |
| Royal Alliance Associates, Inc. | Westwood | MA | 11/2018 | 08/2022 |
| Lpl Financial, Llc | Providence | RI | 08/2022 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 08/2022 | 06/2024 |
| Wellth Advisory Services, Llc | Providence | RI | 06/2024 | Present |
1) 12/2021 - 1099 Employment - MASS HOCKEY - Not Investment Related - 8 Hr/Mon - 1% - Foxboro, MA 2) 8/2022 - DBA for LPL Business (entity for LPL business) - STRATEGIC RETIREMENT PARTNERS - Investment Related - Providence, RI 3) 2010 - Non-Variable Insurance - Brian Quinn - Investment Related - 1% - Foxboro, MA 4) 8/2022 - DBA for LPL Business (entity for LPL business) - SRP - Investment Related - Foxboro, MA 5) 09/01/2022 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 8/8/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 95% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 8/2022. 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. TERMED 6/2024 6) 09/01/2022 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 8/8/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 95% TERMED 6/2024 7) 09/01/2022 - Global Retirement Partners - DBA: Strategic Retirement Partners - Registered Investment Advisor DBA - Advisor - Start Date - 8/8/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 95% TERMED 6/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-12 |
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