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Charles Howard Kennedy

Global Retirement Partners LLC

San Rafael, CA

Pittsburgh, PA

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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
WV RA APPROVED 2026-05-15
PA RA APPROVED 2021-12-01
  • WV RA
    APPROVED
    Since 2026-05-15
  • PA RA
    APPROVED
    Since 2021-12-01

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

210 Sixth Ave., 30Th Floor, Pittsburgh, PA 15222 • 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
Fiducia Group, Llc Pittsburgh PA 05/2008 Present
Global Retirement Partners, Llc San Rafael CA 12/2021 Present
Previous Registrations
  • 2008-09-26 → 2022-03-04
    Fiducia Group, Llc
    Pittsburgh, PA
  • 2007-01-01 → 2007-09-07
    Stancorp Investment Advisers, Inc.
    Portland, OR
  • 2002-07-09 → 2007-01-01
    Invesmart Advisors Inc
    Pittsburgh, PA
Other Businesses

Senior Vice President, Retirement Plan Consulting Practice Leader: HUB International Managing Principal: C&J Enterprises, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-15
S63 Uniform Securities Agent State Law Examination 1996-04-10
  • S65 Uniform Investment Adviser Law Examination
    2002-04-15
  • S63 Uniform Securities Agent State Law Examination
    1996-04-10

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC
MADRONE INVESTMENT ADVISORY, LLC
FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES

Other Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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