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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
RI RA APPROVED 2025-12-23
MA RA APPROVED 2016-08-08
  • RI RA
    APPROVED
    Since 2025-12-23
  • MA RA
    APPROVED
    Since 2016-08-08

Branch Locations

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

555 Pleasant Street, Unit 103, Attleboro, MA 02703 • 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
Lpl Financial Llc Boston MA 07/2016 Present
Global Retirement Partners, Llc Boston MA 08/2016 Present
Previous Registrations
  • 2015-12-01 → 2021-03-30
    Alpha Pension Group, Inc., A Hub International Company
    Boston, MA
  • 2015-06-16 → 2016-07-25
    Bridgewater, MA
    Lexington, MA
Other Businesses

1.07/28/2016; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; 10hrs/mth; hrs during trading 2.08/02/2016; (HYBRID) Global Retirement Partners / Global Retirement Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/24/2016; 160hrs/mth; 160hrs during trading; IAR- 1. On file - Cosmo Gould 2. N/A 3. Yes 4. No 3.02/02/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northeast Investment Services; Investment Related; at Reported Business Location(s); Start Date 01/01/2021; 30hrs/mth; 30hrs during trading 4.02/12/2021; (Hybrid) Northeast Investment Services; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 12/01/2020; 120hrs/mth; 30hrs during trading; Advisor will service as an Investment Advisor Representative under Global Retirement Partners RIA. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting. 5.02/07/2023; Vine Properties LLC; Real Estate Rental; Investment Related; ; Start Date 05/01/2022; 1hrs/mth; 0hrs during trading 6.02/04/2025; Tom Vine; Other - Selling Fish; Not Investment Related; at Reported Business Location(s); Start Date 07/01/2024; 8hrs/mth; 0hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-20
S63 Uniform Securities Agent State Law Examination 2012-04-12
  • S65 Uniform Investment Adviser Law Examination
    2015-05-20
  • S63 Uniform Securities Agent State Law Examination
    2012-04-12

View on SEC IAPD

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