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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
MT RA APPROVED 2025-12-02
  • MT RA
    APPROVED
    Since 2025-12-02

Branch Locations

3545 Gabel Road, Suite 3, Billings, MT 59102 • 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
Global Retirement Partners, Llc San Rafael CA 11/2025 Present
Hub International Chicago IL 12/2024 Present
Sibanye-Stillwater Mining Co. Columbus MT 04/2008 11/2024
  • 11/2025 → Present
    San Rafael, CA
  • 12/2024 → Present
    Hub International
    Chicago, IL
  • 04/2008 → 11/2024
    Sibanye-Stillwater Mining Co.
    Columbus, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-29
S63 Uniform Securities Agent State Law Examination 1994-03-09
  • S65 Uniform Investment Adviser Law Examination
    2025-10-29
  • S63 Uniform Securities Agent State Law Examination
    1994-03-09

View on SEC IAPD

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