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Inactive

Pierre Merujan Movsessian

Global Retirement Partners LLC

Glendale, CA

San Rafael, CA

CRD 2661447

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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:

Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-03-08
  • CA RA
    APPROVED
    Since 2017-03-08

Branch Locations

500 N. Brand Blvd. Suite 2120, Glendale, CA 91203 • 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
Lpl Financial, Llc Glendale CA 03/1998 Present
Global Retirement Partners, Llc Glendale CA 03/2017 Present
Previous Registrations
  • 1998-03-17 → 2021-12-21
    Burbank, CA
    Glendale, CA
    Los Angeles, CA
    Glendale, CA
    Burbank, CA
    Los Angeles, CA
    Los Angeles, CA
    Irwindale, CA
    Lynwood, CA
    Rosemead, CA
    Monrovia, CA
    Ontario, CA
    Lynwood, CA
    Lake Havasu City, AZ
Other Businesses

(1) 10/29/2003 - THE BURBANK FINANCIAL & INSURANCE SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - GLENDALE, CA. (2) 1/15/2014 - SCE FCU WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - GLENDALE, CA. (3) 1/12/2015 - UME WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INVESTMENT RELATED - STARTED 01/01/2015 - TIME SPENT 5 HOURS PER MONTH/2 HOURS DURING SECURITIES TRADING - AT REPORTED BUSINESS LOCATION(S) - GLENDALE, CA. (4) 4/2/2015 - LA MEMBER CHOICE WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INVESTMENT RELATED - STARTED 01/25/2015 - TIME SPENT 10 HORUS PER MONTH DURING SECURITIES TRADING - AT REPORTED BUSINESS LOCATION(S) - GLENDALE, CA. (5) 06/25/2015: FISCAL WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 310 E COLORADO ST, GLENDALE, CA 91205 - START 06/01/2015 - 2 HR/MO 1 DURING SECS TRDG HRS. (6) 7/22/2015: My 360 Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2008 - 160 Hours Per Month During Securities Trading. (7) 5/2/2017: GLOBAL RETIREMENT PARTNERS - DBA: (hybrid) My 360 Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/14/2017 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 4/2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firms 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-10-04
  • S63 Uniform Securities Agent State Law Examination
    1995-10-04
Other Names
  • Merujan Nadjarian

View on SEC IAPD

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