Brian Michael Mcguiness

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial Llc
  Selkirk, NY
• 12/2015 → Present
  Global Retirement Partners
  San Rafael, CA

Previous Registrations

• 2010-11-10 → 2016-01-29
  Independent Financial Partners
  Selkirk, NY
• 2008-03-28 → 2010-12-01
  Nrp Advisors, Inc.
  Selkirk, NY
• 2008-01-01 → 2008-04-02
  Wells Fargo Clearing Services, Llc
  Albany, NY
• 2007-01-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Albany, NY
  St. Louis, MO
  Albany, NY

Other Businesses

1. 11/11/2013 - Independent Fianancial Partner - INV REL - Registered Investment Advisor DBA - 90% TIME SPENT - I provide advisory services that include portfolio management and retirement portfolio construction for a fixed fee 2. 01/07/2016 - Retirement & Benefit Partners - INV REL - 36 Chesterwood Dr Selkirk NY 12158 - DBA for LPL Business (entity for LPL business) - START 12/30/2010 - 40 HOURS PER MONTH - rep will conduct securities services for retail individual investors. 3. 01/13/2016 - Retirement & Benefit Partners - INVR EL - 36 Chesterwood Dr Selkirk, NY 12158 - Registered Investment Advisor DBA - START 12/18/15 - 160 HOURS PER MONTH, 8 DURING TRADING - IAR 4. 01/13/2016 - Global Retirement Partners - INV REL - 36 Chesterwood Dr Selkirk, NY 12158 - Registered Investment Advisor Hybrid - START 12/18/2015 - 160 HOURS PER MONTH 8 DURING TRADING - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity on 12/18/15. 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. 5. 02/06/2019 - No business name - Investment related - West Yarmouth MA 02673 - Real Estate Rental - start date:06/01/2019 - 3 hrs/mo. 6. 07/21/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 06/22/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 7. 04/08/2025 - Retirement & Benefit Partners - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 04/07/2025 - Non-Variable Insurance - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-28
• S63 Uniform Securities Agent State Law Examination
  1992-04-04