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Global Retirement Partners LLC CRD 172011
$170B regulatory AUM 798 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Glendale | CA | 03/1998 | Present |
| Global Retirement Partners, Llc | Glendale | CA | 03/2017 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-04 |
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