Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-03 |
Branch Locations
100 Grandview Road, Suite 303, Braintree, MA 02184 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Braintree | MA | 11/2010 | Present |
| Independent Financial Partners | Braintree | MA | 12/2010 | 09/2017 |
| Global Retirement Partners, Llc | Braintree | CA | 09/2017 | Present |
1.05/29/2015; Investment products and services are offered through LPL Financial LLC using the DBA/trade name BCG Retirement Consultants; Investment Related; at Reported Business Location(s); Start Date 05/20/2015; 160hrs/mth; 7hrs during trading 2.01/04/2018; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Retirement & Benefit Partners, Inc.; Investment Related; at Reported Business Location(s); Start Date 12/21/2017; 100hrs/mth; 100hrs during trading 3.01/05/2018; (hybrid) Global Retirement Partners / Global Retirement Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 12/21/2017; 173hrs/mth; 173hrs during trading; I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 173 hours per month on this activity. Please see the advisory firms 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. 4.07/28/2026; BCG Retirement Consultants; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 2hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-24 |
Reach out to this advisor