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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
CA RA APPROVED 2023-10-09
WI RA APPROVED 2023-10-06
  • CA RA
    APPROVED
    Since 2023-10-09
  • WI RA
    APPROVED
    Since 2023-10-06

Branch Locations

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

W7887 East Island View Drive, Tomahawk, WI 54487 • 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
Robert W. Baird & Co. Appleton WI 07/2007 11/2017
Lpl Financial Llc Tomahawk WI 11/2017 07/2023
Lpl Financial Llc Tomahawk WI 08/2023 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
Hub International Chicago IL 10/2023 Present
Previous Registrations
Other Businesses

1- 09/01/2023 - AMP LLC - business entity for Tax/Investment Purposes Only - Not Investment Related - Start Date 11/07/2023 2- 11/20/2024 - Global Retirement Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/02/2023 - 96 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 96 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. 3- 12/05/2024 - Global Retirement Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/02/2023 - 96 Hours Per Month/ 8 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-13
S63 Uniform Securities Agent State Law Examination 1994-11-10
  • S66 Uniform Combined State Law Examination
    2006-11-13
  • S63 Uniform Securities Agent State Law Examination
    1994-11-10
Other Names
  • Mary Kathleen Cychosz
  • Mary Kathleen Drangstveit

View on SEC IAPD

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