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Vicki Marie Brown

Global Retirement Partners LLC

San Rafael, CA

Lake Oswego, OR

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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
OR RA APPROVED 2026-04-24
  • OR RA
    APPROVED
    Since 2026-04-24

Branch Locations

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

2 Centerpointe Dr., Suite 650, Lake Oswego, OR 97035 • 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
Ameriprise Financial Services, Inc. Lake Oswego OR 09/2007 04/2019
Cambridge Investment Research Inc. Fairfield IA 03/2022 04/2026
Cambridge Investment Research Advisors Inc. Fairfield IA 05/2022 04/2026
City Of Mt. Angel Mt. Angel OR 09/2019 09/2020
N/A Molalla OR 05/2019 08/2019
Sweet Bramble Farm Molalla OR 10/2020 Present
Global Retirement Partners, Llc San Rafael CA 04/2026 Present
Hub International Chicago IL 03/2022 Present
  • 09/2007 → 04/2019
    Ameriprise Financial Services, Inc.
    Lake Oswego, OR
  • 03/2022 → 04/2026
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 05/2022 → 04/2026
    Cambridge Investment Research Advisors Inc.
    Fairfield, IA
  • 09/2019 → 09/2020
    City Of Mt. Angel
    Mt. Angel, OR
  • 05/2019 → 08/2019
    N/A
    Molalla, OR
  • 10/2020 → Present
    Sweet Bramble Farm
    Molalla, OR
  • 04/2026 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 03/2022 → Present
    Hub International
    Chicago, IL
Previous Registrations
Other Businesses

SWEET BRAMBLE FARM LLC / MOLALLA, OR 97038 / 04/15/2017 / NIR / OWNER - AGRICULTURE / 40 HR/MO - 0 HR/MO TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-12
S66 Uniform Combined State Law Examination 2007-11-16
  • S65 Uniform Investment Adviser Law Examination
    2022-08-12
  • S66 Uniform Combined State Law Examination
    2007-11-16
Other Names
  • Vicki Marie Duff

View on SEC IAPD

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MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

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