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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
CA RA APPROVED 2014-07-28
  • CA RA
    APPROVED
    Since 2014-07-28

Branch Locations

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

927 Calle Negocio, Suite G, San Clemente, CA 92673 • 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
Global Retirement Partners Llc San Juan Capistrano CA 07/2014 Present
Lpl Financial Llc San Juan Capistrano CA 07/2014 Present
Previous Registrations
Other Businesses

(1) 07/29/2014 - GLOBAL RETIREMENT PARTNERS, LLC/ DBA ONLY/ 100%/ CAPISTRANO BEACH, CA (2) 08/06/2014: GLOBAL RETIREMENT PARTNERS - INV REL - 4340 REDWOOD HIGHWAY, SUITE B-60, SAN RAFAEL, CA 94903 - REGISTERED INVESTMENT ADVISOR HYBRID: GLOBAL RETIREMENT PARTNERS - 100% OF TIME SPENT - IAR: FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULTING. (3) 9/27/2018 - No Business Name - Investment Related - 5102 Costa Rustico, San Clemente, CA 92673 - Real Estate Rental - Started 09/15/2018 - 0 Hours Per Month. (4) 9/26/2019 - Global Retirement Partners LLC - DBA: (Hybrid) GRP Financial California - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/01/2017 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-01
S63 Uniform Securities Agent State Law Examination 2009-01-09
  • S65 Uniform Investment Adviser Law Examination
    2009-05-01
  • S63 Uniform Securities Agent State Law Examination
    2009-01-09

View on SEC IAPD

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