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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
MO RA APPROVED 2016-12-16
  • MO RA
    APPROVED
    Since 2016-12-16

Branch Locations

1125 E. Lakewood, Springfield, MO 65810 • 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
Unemployed Nixa MO 05/2016 10/2016
Lpl Financial, Llc Springfield MO 10/2016 Present
Global Retirement Partners, Llc San Rafael CA 11/2016 Present
Previous Registrations
  • 2013-09-09 → 2016-05-06
    Springfield, MO
  • 2011-05-04 → 2013-08-20
    Invest Financial Corporation
    Springfield, MO
  • 2008-07-08 → 2011-04-11
    Springfield, MO
    Theodosia, MO
    Gainesville, MO
    Ava, MO
    Mountain Grove, MO
    Marshfield, MO
    Springfield, MO
    East Sparta, MO
    Forsyth, MO
    Rockaway Beach, MO
    Galena, MO
    Crane, MO
  • 2006-08-17 → 2007-04-25
    Overland Park, KS
  • 2002-11-01 → 2004-09-21
    Raymond James Financial Services, Inc.
    Springfield, MO
Other Businesses

1. 11/02/2016 - NOTARY/ NOTARY/ 0%/ NIXA, MO 2. 11/02/2016 - EMPLOYEE BENEFIT DESIGN, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 50%/ SPRINGFIELD, MO. 3. 1/24/2017 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/14/2016 - 80 Hours Per Month - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firms 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. 4. 1/24/2017 - Employee Benefit Design, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50% - IAR. 5. 6/7/2017 - Employee Benefit Design - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 02/23/2014 - .10 Hours Per Month During Securities Trading - Notary Public.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-24
S63 Uniform Securities Agent State Law Examination 1992-04-13
  • S66 Uniform Combined State Law Examination
    2006-08-24
  • S63 Uniform Securities Agent State Law Examination
    1992-04-13
Other Names
  • Michelle Renee Maneman
  • Michelle Renee Smith
  • Michelle Renee Smith

View on SEC IAPD

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