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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-23 |
| IL | RA | APPROVED | 2024-06-28 |
Branch Locations
Davenport, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mel Foster Company | Davenport | IA | 11/2011 | 11/2023 |
| Kestra Advisory Services, Llc | Davenport | IA | 04/2016 | 11/2023 |
| Kestra Investment Services, Llc | Davenport | IA | 08/2014 | 11/2023 |
| Lpl Financial Llc | Davenport | IA | 11/2023 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2023 | 06/2024 |
| Wellth Advisory Services, Llc | Davenport | IA | 06/2024 | Present |
1) 09/26/2023 - STRATEGIC RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 09/26/2023 - SRP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 09/26/2023 - SPRING GREEN LLC - Business Entity For Tax/Investment Purposes Only - IA 52804 - LLC FOR BUSINESS EXPENSES - Non investment related - 5% time spent - Start date: 9/13/2023. 4) 01/29/2024 - STRATEGIC RETIREMENT PARTNERS - Inv related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Started: 9/13/2023 - 160 Hrs/mo; 8 Hrs During Trading. 5) 01/29/2024 - SRP - Inv related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Started: 9/13/2023 - 160 Hrs/mo; 8 Hrs During Trading. 6) 01/29/2024 - GLOBAL RETIREMENT PARTNERS - Inv related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 9/13/2023 - 160 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 9/2023. 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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-12 |
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