Russell Todd Mcalonie

Current Employers

Global Retirement Partners Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2015-05-05

OH RA
APPROVED

Since 2015-05-05

Branch Locations

950 Main Avenue, Suite 1420, Cleveland, OH 44113 • 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

Organization	City	State	From	To
Lpl Financial Llc	Akron	OH	05/2008	Present
Global Retirement Partners, Llc	San Rafael	CA	05/2015	Present
Oswald Financial	Cleveland	OH	01/2016	Present

05/2008 → Present

Lpl Financial Llc

Akron, OH
05/2015 → Present

Global Retirement Partners, Llc

San Rafael, CA
01/2016 → Present

Oswald Financial

Cleveland, OH

Previous Registrations

2014-03-13 → 2015-05-01

Independent Financial Partners

Cleveland, OH
2012-03-14 → 2014-09-19

Symphony Financial Services, Inc.

Akron, OH
2005-02-17 → 2008-06-02

Raymond James Financial Services, Inc.

Canton, OH

Canton, OH
2003-11-14 → 2004-09-16

Quick & Reilly, Inc.

Cleveland, OH

Other Businesses

1.04/13/2011; DI Brokers; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/05/2011; hrs/mth; hrs during trading 2.06/08/2015; Global Retirement Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/05/2015; 100hrs/mth; 100hrs during trading; 3.01/14/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oswald Financial; Investment Related; at Reported Business Location(s); Start Date 12/30/2015; 160hrs/mth; 160hrs during trading 4.07/21/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oswald Financial Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/13/2016; 160hrs/mth; 160hrs during trading 5.07/28/2016; Oswald Financial Wealth Management; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 07/13/2016; 160hrs/mth; 160hrs during trading; 6.08/24/2017; Oswald Companies; Outside/W-2 Employment; Not Investment Related; Cleveland,Ohio; Start Date 08/17/2017; 160hrs/mth; 140hrs during trading 7.08/12/2024; None; Real Estate Rental; Investment Related; ; Start Date 04/01/2024; 20hrs/mth; 0hrs during trading 8.05/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oswald Financial Wealth Management; Investment Related; at Reported Business Location(s); Start Date 05/22/2026; 160hrs/mth; 160hrs during trading