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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-09 |
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