Best Investors Account Sign in
Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2016-01-04
MA RA APPROVED 2015-12-07
  • RI RA
    APPROVED
    Since 2016-01-04
  • MA RA
    APPROVED
    Since 2015-12-07

Branch Locations

101 Federal St Suite 1900, Boston, MA 02110 • 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
Baystate Fiduciary Advisors, Inc. Milford MA 10/2002 Present
Lpl Financial Boston MA 11/2013 Present
Global Retirement Partners Llc San Rafael CA 08/2015 Present
  • 10/2002 → Present
    Baystate Fiduciary Advisors, Inc.
    Milford, MA
  • 11/2013 → Present
    Lpl Financial
    Boston, MA
  • 08/2015 → Present
    San Rafael, CA
Previous Registrations
  • 2013-11-12 → 2017-01-28
    Boston, MA
    San Diego, CA
  • 2004-11-26 → 2015-12-18
    Baystate Fiduciary Advisors, Inc.
    Milford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-27
S63 Uniform Securities Agent State Law Examination 1993-01-08
  • S65 Uniform Investment Adviser Law Examination
    2013-11-27
  • S63 Uniform Securities Agent State Law Examination
    1993-01-08
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor