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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-09 |
| RI | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gps Investment Advisors, Llc | Providence | RI | 09/2011 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2019 |
| Strategic Retirement Partners | Shorewood | IL | 01/2016 | Present |
| Lpl Financial, Llc | Venice | FL | 03/2019 | Present |
| Global Retirement Partners Llc | Providence | RI | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Venice | FL | 06/2024 | Present |
1)10/2015 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404 2)2019 - Business Entity For Tax/Investment Purposes Only - SRP Holdings Group LLC - 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404 3)10/2015 - DBA for LPL Business (entity for LPL business) - SRP - 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404 4)10/2011 - DBA for LPL Business (entity for LPL business) - GPS Investment Advisors LLC - 90% - INVESTMENT RELATED - PROVIDENCE, RI 02903. 5) 4/4/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 10/2015 - 140 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 140 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. Termed 6/2024 6) 4/12/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid. Termed 6/2024 7) 4/12/2019 - Global Retirement Partners - DBA: GPS Investment Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2011 - 160 Hours Per Month/Time Spent 90%. Termed 6/2024 8) 4/12/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2015. Termed 6/2024 9) 01/10/2023 - No Business Name - Investment Related - Venice, FL 34293 - Real Estate Rental - Start Date: 01/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
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