Mark Richard Forbes

Current Employers

Employment History

• 03/2004 → Present
  Forbes Financial
  Tulsa, OK
• 04/2016 → 03/2019
  Kestra Financial Services, Inc
  Austin, TX
• 01/2016 → Present
  Strategic Retirement Partners
  Shorewood, IL
• 04/2019 → 12/2019
  Lpl Financial, Llc
  Tulsa, OK
• 04/2019 → 06/2024
  Global Retirement Partners Llc
  Tulsa, OK
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-04-01 → 2024-07-04
  Global Retirement Partners Llc
  Tulsa, OK
  San Rafael, CA
• 2016-04-18 → 2019-04-01
  Kestra Advisory Services, Llc
  Tulsa, OK
• 2014-08-08 → 2016-09-22
  Kestra Investment Services, Llc
  Tulsa, OK
  Austin, TX
• 2010-02-08 → 2014-08-08
  Financial Telesis Inc
  San Rafael, CA
  Tulsa, OK

Other Businesses

1) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - SRP Holdings Group LLC - Shorewood, IL 2) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - Forbes Financial Group - Tulsa, OK 3) 4/1/2019 - DBA - Strategic Retirement Partners - Tulsa, OK 4) 4/4/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 10/2015 - 140 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 140 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. TERM 6/2024 5) 4/15/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR. TERM 6/2024 6) 4/15/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2015. TERM 6/2024 7) FlexMatch: 101/2019: Located in Chicago, IL and Tulsa, OK. Investment related. College Debt Assistance. Position: Sales Representative. Hours per month 5. Hours worked during securities trading hours: 5.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-02
• S63 Uniform Securities Agent State Law Examination
  1993-02-19