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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
MA RA APPROVED 2017-10-03
  • MA RA
    APPROVED
    Since 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

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
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-26
S63 Uniform Securities Agent State Law Examination 1994-08-24
  • S65 Uniform Investment Adviser Law Examination
    2010-07-26
  • S63 Uniform Securities Agent State Law Examination
    1994-08-24

View on SEC IAPD

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