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Jonathan Robert Chocco

Global Retirement Partners LLC

Newport Beach, CA

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
WA RA APPROVED 2023-10-05
CA RA APPROVED 2023-03-15
  • WA RA
    APPROVED
    Since 2023-10-05
  • CA RA
    APPROVED
    Since 2023-03-15

Branch Locations

4695 Macarthur Ct, 6Th Floor, Newport Beach, CA 92660 • 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
Global Retirement Partners, Llc San Rafael CA 12/2021 Present
Green Farms Eagle Creek OR 02/2017 Present
Cloudone Vancouver WA 08/2016 01/2017
Norbachi Harbor City CA 06/2015 08/2016
Hub International Chicago IL 12/2021 Present
  • 12/2021 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
  • 02/2017 → Present
    Green Farms
    Eagle Creek, OR
  • 08/2016 → 01/2017
    Cloudone
    Vancouver, WA
  • 06/2015 → 08/2016
    Norbachi
    Harbor City, CA
  • 12/2021 → Present
    Hub International
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-14

View on SEC IAPD

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