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Inactive

Gena Maier

Global Retirement Partners LLC

San Rafael, CA

Sacramento, CA

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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
CA RA APPROVED 2022-08-24
  • CA RA
    APPROVED
    Since 2022-08-24

Branch Locations

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

701 University Avenue, Suite 100, Sacramento, CA 95825 • 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
Global Retirement Partners, Llc San Rafael CA 08/2022 Present
Hub International, Inc. Chicago IL 07/2022 Present
Quintes Administrative & Insurance Services, Inc. Watsonville CA 11/2017 Present
S&B Financial, Inc. Watsonville CA 06/2006 11/2017
  • 08/2022 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 07/2022 → Present
    Hub International, Inc.
    Chicago, IL
  • 11/2017 → Present
    Quintes Administrative & Insurance Services, Inc.
    Watsonville, CA
  • 06/2006 → 11/2017
    S&B Financial, Inc.
    Watsonville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-13
S63 Uniform Securities Agent State Law Examination 2022-01-29
S66 Uniform Combined State Law Examination 2022-01-23
  • S65 Uniform Investment Adviser Law Examination
    2022-03-13
  • S63 Uniform Securities Agent State Law Examination
    2022-01-29
  • S66 Uniform Combined State Law Examination
    2022-01-23
Other Names
  • Penrose
  • Gena Penrose

View on SEC IAPD

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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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