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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
MA RA APPROVED 2024-08-19
RI RA APPROVED 2023-11-10
  • MA RA
    APPROVED
    Since 2024-08-19
  • RI RA
    APPROVED
    Since 2023-11-10

Branch Locations

555 Pleasant Street, Suite 103, Attleboro, MA 02703 • 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
Providence Equity Partners Providence RI 11/2019 12/2021
Unemployed North Attleboro MA 12/2021 06/2022
Cvs Health Cumberland RI 07/2018 11/2019
Rhode Island College Providence RI 09/2015 07/2018
New York Life Insurance Company Waltham MA 06/2022 11/2023
Nylife Securities Llc Waltham MA 10/2022 11/2023
Eagle Strategies Llc Waltham MA 02/2023 11/2023
Lpl Financial Llc Attleboro MA 11/2023 Present
Global Retirement Partners, Llc San Rafael CA 11/2023 Present
  • 11/2019 → 12/2021
    Providence Equity Partners
    Providence, RI
  • 12/2021 → 06/2022
    Unemployed
    North Attleboro, MA
  • 07/2018 → 11/2019
    Cvs Health
    Cumberland, RI
  • 09/2015 → 07/2018
    Rhode Island College
    Providence, RI
  • 06/2022 → 11/2023
    New York Life Insurance Company
    Waltham, MA
  • 10/2022 → 11/2023
    Nylife Securities Llc
    Waltham, MA
  • 02/2023 → 11/2023
    Waltham, MA
  • 11/2023 → Present
    Lpl Financial Llc
    Attleboro, MA
  • 11/2023 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1- 09/2023 / NORTHEAST INVESTMENT SERVICES / DBA for LPL Business (entity for LPL business) / Investment Related 2- 11/16/2023 - Global Retirement Partners - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 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. 3- 11/16/2023 - NORTHEAST INVESTMENT SERVICES - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 160 Hours Per Month/ 8 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-09
  • S66 Uniform Combined State Law Examination
    2023-02-09

View on SEC IAPD

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