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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
TX RA APPROVED 2024-03-14
UT RA APPROVED 2023-08-29
  • TX RA
    APPROVED
    Since 2024-03-14
  • UT RA
    APPROVED
    Since 2023-08-29

Branch Locations

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

510 S 200 W, Salt Lake City, UT 84101 • 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
Retirement Plan Consultants Salt Lake City UT 04/2023 Present
Retirement Plan Consultants Salt Lake City UT 11/2022 04/2023
Builder Brothers Cottonwood Heights UT 11/2020 11/2022
Pmp Construction Provo UT 10/2019 11/2020
Retirement Plan Consultants Salt Lake City UT 08/2018 10/2019
Church Manaus 09/2016 08/2018
High School Cottonwood Heights UT 08/2012 09/2016
Lpl Financial Llc Salt Lake City UT 10/2022 Present
Global Retirement Partners, Llc San Rafael CA 08/2023 Present
  • 04/2023 → Present
    Retirement Plan Consultants
    Salt Lake City, UT
  • 11/2022 → 04/2023
    Retirement Plan Consultants
    Salt Lake City, UT
  • 11/2020 → 11/2022
    Builder Brothers
    Cottonwood Heights, UT
  • 10/2019 → 11/2020
    Pmp Construction
    Provo, UT
  • 08/2018 → 10/2019
    Retirement Plan Consultants
    Salt Lake City, UT
  • 09/2016 → 08/2018
    Church
    Manaus
  • 08/2012 → 09/2016
    High School
    Cottonwood Heights, UT
  • 10/2022 → Present
    Lpl Financial Llc
    Salt Lake City, UT
  • 08/2023 → Present
    San Rafael, CA
Other Businesses

1) 05/2023 - RETIREMENT PLAN CONSULTANTS INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Business Location(s) - Start: 04/2023 2) 09/20/2023 - GLOBAL RETIREMENT PARTNERS - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 04/11/2023 - 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 4/2023. 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) 07/24/2024 - Birdie Investments LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 06/18/2024 - 0 Hours Per Month/ During Trading 4) 03/18/2026 - Retirement Plan Consultants, Inc. - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 04/11/2023 - 160 hours per month/ 8 hours during trading 5) 03/24/2026 - RPC Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/19/2026 - 160 hours per month/ 8 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-21
  • S66 Uniform Combined State Law Examination
    2023-08-21

View on SEC IAPD

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