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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-14 |
| UT | RA | APPROVED | 2023-08-29 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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