Taylor Brad Dance

Current Employers

Employment History

• 07/2013 → 12/2017
  Lpl Financial Llc
  Salt Lake City, UT
• 12/2017 → 07/2022
  Triad Advisors
  Norcross, GA
• 12/2017 → 07/2022
  Resources Investment Advisors
  Overland Park, KS
• 07/2022 → Present
  Lpl Financial, Llc
  South Salt Lake, UT
• 07/2022 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2017-12-08 → 2022-07-01
  Onedigital
  Salt Lake City, UT
  Overland Park, KS
  Salt Lake City, UT
• 2013-10-24 → 2017-12-08
  Lpl Financial Llc
  Midvale, UT

Other Businesses

1) 7/2022 - Business Entity For Tax/Investment Purposes Only - T.B. Dance Financial Inc. - Investment Related - South Salt Lake, UT 84115 2) 7/2022 - DBA for LPL Business (entity for LPL business) - GBS Retire - Investment Related - South Salt Lake, UT 84115 3) 7/2022 - DBA for LPL Business (entity for LPL business) - Leavitt Retirement Partners (West) - Investment Related - South Salt Lake, UT 84115 4)07/13/2022 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 6/2022 - 0 Hours Per Month - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 6/2022. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5)07/13/2022 - Global Retirement Partners, LLC - DBA: Leavitt Retirement Partners - West - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 8 Hours Per Month - Time Spent 5%. 6)07/13/2022 - Global Retirement Partners, LLC - DBA: GBS Retire - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 144 Hours Per Month - Time Spent 90%.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-16

Other Names

• Taylor Dance