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Inactive

Ignacio E Morrell

Global Retirement Partners LLC

Northbrook, IL

San Rafael, 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
FL RA APPROVED 2022-08-23
IL RA APPROVED 2022-07-04
MS RA APPROVED 2022-07-04
  • FL RA
    APPROVED
    Since 2022-08-23
  • IL RA
    APPROVED
    Since 2022-07-04
  • MS RA
    APPROVED
    Since 2022-07-04

Branch Locations

707 Skokie Blvd., Suite 400, Northbrook, IL 60062 • 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
Lpl Financial Llc Tampa FL 09/2010 06/2018
Independent Financial Partners Tampa FL 10/2010 06/2018
Sheridan Road Advisors Northbrook IL 02/2021 Present
Aspire Financial Lakeland FL 06/2018 11/2020
Global Retirement Partners, Llc San Rafael CA 07/2022 Present
Previous Registrations
  • 2021-12-06 → 2022-10-25
    Sheridan Road Advisors, Llc, A Hub International Company
    Northbrook, IL
    Lakeland, FL
  • 2010-10-06 → 2018-06-11
    Independent Financial Partners
    Lakeland, FL
    Plant City, FL
    Lakeland, FL
    Tampa, FL
  • 2007-01-26 → 2010-09-21
    Edward Jones
    Mulberry, FL
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-29
S66 Uniform Combined State Law Examination 2007-01-18
S63 Uniform Securities Agent State Law Examination 2006-05-25
  • S65 Uniform Investment Adviser Law Examination
    2021-04-29
  • S66 Uniform Combined State Law Examination
    2007-01-18
  • S63 Uniform Securities Agent State Law Examination
    2006-05-25

View on SEC IAPD

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Other Investors

KEVIN J TAALMAN
BRIAN ADAM ROSEN
MATTHEW S MEYER
YAKOV MOSHE BAYLIS
WENDY FELICIA JACOBSON-ROSEN
WALTER WALEED COSMO
Charles Louis Rosen
JAY MICHAEL RUBINSTEIN

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

More in Northbrook, IL

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