Best Investors
Account
Sign in
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners Llc | San Juan Capistrano | CA | 07/2014 | Present |
| Lpl Financial Llc | San Juan Capistrano | CA | 07/2014 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-09 |
Reach out to this advisor