Chad Keith Butler

Employer firm

Harvest Lane Investment Partners, LLC. CRD 340042

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 04/2020
  John Hancock Funds
  Boston, MA
• 09/2016 → 04/2020
  John Hancock
  Tempe, AZ
• 11/2018 → 04/2020
  John Hancock Advisers, Llc
  Boston, MA
• 04/2020 → 06/2023
  Voya Investment Management
  Gilbert, AZ
• 04/2020 → 06/2023
  Voya Investments Distributor, Llc
  Windsor, CT
• 04/2020 → 06/2023
  Voya Investment Management Co. Llc
  New York, NY
• 06/2023 → 11/2024
  Transamerica Capital, Inc.
  Denver, CO
• 11/2024 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2024-11-20 → 2026-01-05
  Global Retirement Partners Llc
  Salt Lake City, UT
  San Rafael, CA
• 2020-04-27 → 2023-07-05
  Voya Investment Management Co. Llc
  New York, NY
  Gilbert, AZ
  Sandy, UT
• 2018-11-08 → 2020-04-24
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
  Gilbert, AZ
• 2017-09-11 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Tempe, AZ
  Boston, MA

Other Businesses

Notary Public/Located at: 1981 E. Quartzridge Dr.,Sandy,UT 84092/Non-Investment related/Start Date:October 2020/Approximately 2 hours devoted to this other business/0 hours during security trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-31
• S63 Uniform Securities Agent State Law Examination
  2012-06-11

Other Names

• Chad Keith Butler
• Chad Butler