Kyle Robert Posvistak

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Global Retirement Partners Llc
  San Juan Capistrano, CA
• 07/2014 → Present
  Lpl Financial Llc
  San Juan Capistrano, CA

Previous Registrations

• 2009-06-10 → 2014-08-08
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

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

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