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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
IL RA APPROVED 2014-09-17
  • IL RA
    APPROVED
    Since 2014-09-17

Branch Locations

750 Warrenville Dr Suite 400, Lisle, IL 60532 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • 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
C&G Benefit Services Lisle IL 10/2005 Present
Connor & Gallagher Benefit Services Lisle IL 06/2011 Present
Lpl Financial Llc Lisle IL 09/2014 Present
Global Retirement Partners Llc San Rafael CA 09/2014 Present
  • 10/2005 → Present
    C&G Benefit Services
    Lisle, IL
  • 06/2011 → Present
    Connor & Gallagher Benefit Services
    Lisle, IL
  • 09/2014 → Present
    Lpl Financial Llc
    Lisle, IL
  • 09/2014 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

(1) 09/17/2014: Connor & Gallagher Insurance Services - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - co-fiduciary of the Connor & Gallagher 401k plan (2) 09/17/2014: Connor & Gallagher Insurance Services, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 09/17/2014: Connor & Gallagher Benefit Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - health, dental, vision, life, disability (4) 09/17/2014: No Business Name - Real Estate Rental - Investment Related - 1168 Hertford Ct. Wheaton IL 60189 (5) 09/17/2014: Luke & Celeste Barnett Trust - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) (6) 10/24/2014: Global Retirement Partners - Registered Investment Advisor - DBA: (hybrid) Global Retirement Partners - Investment Related - 4340 Redwood Highway, Ste B-60, San Rafael, CA 94903 - Start 09/01/2014 - 30% Time Spent - IAR (7) 03/15/2016: Connor & Gallagher OneSource HR - Business Owner - Investment Related - 750 Warrenville Rd Lisle, IL 60532 - Start 11/12/2015 - 30 Hr/Mo; 30 Hours During Securities Trading (8) 08/24/2016: Connor & Gallagher OneSource - Insurance Agency - Investment Related - 750 Warrenville Rd., Lisle, IL 6053 - Start 08/01/2016 - 100 Hr/Mo; 100 Hours During Securities Trading. (9) 11/17/2016: Connor & Gallagher OneSource - DBA: (HYBRID) Connor & Gallagher OneSource - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/01/16 - 160 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-08
S63 Uniform Securities Agent State Law Examination 2010-10-13
  • S65 Uniform Investment Adviser Law Examination
    2013-02-08
  • S63 Uniform Securities Agent State Law Examination
    2010-10-13

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