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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
Nfp Securities Inc Cleveland OH 04/2011 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
  • 04/2011 → 03/2017
    Nfp Securities Inc
    Cleveland, OH
  • 04/2017 → Present
    Lpl Financial, Llc
    Solon, OH
  • 04/2017 → Present
    Solon, OH
Other Businesses

1. 04/03/2017 - BLACK BOX PENSION ADVOCATES LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 80%/ SOLON, OH. 2. 4/4/2017 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/03/2017 - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent 80% - 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. 3. 4/4/2017 - Global Retirement Partners, LLC - DBA: Black Box Pension Advocates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/03/2017 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 80% - 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.

Designations
Other Names
  • Andrea Marie Moner
  • Andrea Marie Moner

View on SEC IAPD

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