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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
OH RA APPROVED 2017-04-04
  • OH RA
    APPROVED
    Since 2017-04-04

Branch Locations

29425 Chagrin Blvd, Suite 150, Pepper Pike, OH 44122 • 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
Gallagher Benefit Services Inc Cleveland OH 12/2010 03/2017
Kestra Financial Services, Inc. Austin TX 04/2016 03/2017
Lpl Financial, Llc Solon OH 04/2017 Present
Global Retirement Partners, Llc Solon OH 04/2017 Present
  • 12/2010 → 03/2017
    Gallagher Benefit Services Inc
    Cleveland, OH
  • 04/2016 → 03/2017
    Kestra Financial Services, Inc.
    Austin, TX
  • 04/2017 → Present
    Lpl Financial, Llc
    Solon, OH
  • 04/2017 → Present
    Solon, OH
Previous Registrations
Other Businesses

1. 04/03/2017 - TOMSFOOLERY LLC/ BUSINESS OWNER/ 5%/ CHAGRIN FALLS, OH 2. 04/03/2017 - TOM'S FOOLERY FARM, LLC/ FARM/ 5%/ TROY TOWNSHIP, OH 3) 04/03/2025 - Infinium Alcobev LLC - Investment Related - Outside/W-2 Employment - Ohio 44040 - Start date:05/01/2025 - 10 Hrs/Mth - 6 Hrs During Trading. 3. 04/03/2017 - BLACK BOX PENSION ADVOCATES LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ CHAGRIN FALLS, OH. 4. 4/4/2017 - Global Retirement Partners, LLC - DBA: BLACK BOX PENSION ADVOCATES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 3/1/2017 - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in April 2017. I expect to spend approximately 160 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. 5. 4/4/2017 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 3/1/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in April 2017. I expect to spend approximately 160 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. 6. 7/20/2021 - Black Box Pension Advocates, LLC - Not Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 10/19/2020 - 3 Hours Per Month/3 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-09
  • S63 Uniform Securities Agent State Law Examination
    1993-08-09
Designations
Other Names
  • Thomas Badger Herbruck

View on SEC IAPD

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