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Patrick J Morrell

Global Retirement Partners LLC

San Rafael, CA

Oswego, NY

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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
NY RA APPROVED 2024-02-15
  • NY RA
    APPROVED
    Since 2024-02-15

Branch Locations

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

75 W Bridge Street, Suite 3, Oswego, NY 13126 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ingham Retirement Group Miami FL 02/2014 Present
Global Retirement Partners Llc San Rafael CA 04/2017 Present
Previous Registrations
  • 2014-02-06 → 2017-08-10
    Ingham Retirement Group
    Miami, FL
  • 2012-02-28 → 2015-04-30
    Lpl Financial Llc
    Fort Mill, SC
    Miami, FL
    New York, NY
  • 2008-01-04 → 2010-09-01
    Nrp Advisors, Inc.
    Capistrano Beach, CA
  • 2007-01-17 → 2008-01-02
    Nrp Financial, Inc.
    Bryan, OH
    Capistrano Beach, CA
  • 2006-08-08 → 2007-04-02
    Saggezza Investment Management, Llc
    San Diego, CA
  • 2006-09-20 → 2007-01-16
    Nrp Advisors, Inc.
    Bryan, OH
Other Businesses

1. 5/5/2014 - REGISTERED INVESTMENT ADVISOR DBA - INGHAM RETIREMENT GROUP - PROVIDES FINANCIAL ADVICE - (HYBRID) INGHAM RETIREMENT GROUP - TIME SPENT 90% - MIAMI, FL.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-02-11
S65 Uniform Investment Adviser Law Examination 2006-05-18
  • S63 Uniform Securities Agent State Law Examination
    2008-02-11
  • S65 Uniform Investment Adviser Law Examination
    2006-05-18
Other Names
  • Patrick J. Morrell

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
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