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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
MA RA APPROVED 2023-03-13
  • MA RA
    APPROVED
    Since 2023-03-13

Branch Locations

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

360 Commonwealth Ave., Boston, MA 02140 • 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
Metropolitan Life Insurance Company Wakefield MA 11/1995 02/2023
Metlife Securities Inc. Wakefield MA 11/1995 02/2023
Metlife Investors Distribution Company Boston MA 06/2016 02/2023
Hub International Chicago IL 02/2023 Present
Global Retirement Partners, Llc San Rafael CA 02/2023 Present
  • 11/1995 → 02/2023
    Metropolitan Life Insurance Company
    Wakefield, MA
  • 11/1995 → 02/2023
    Metlife Securities Inc.
    Wakefield, MA
  • 06/2016 → 02/2023
    Metlife Investors Distribution Company
    Boston, MA
  • 02/2023 → Present
    Hub International
    Chicago, IL
  • 02/2023 → Present
    San Rafael, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-29
S63 Uniform Securities Agent State Law Examination 1996-06-03
  • S65 Uniform Investment Adviser Law Examination
    2022-08-29
  • S63 Uniform Securities Agent State Law Examination
    1996-06-03
Designations

View on SEC IAPD

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