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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
San Juan Capistrano, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | San Juan Capistrano | CA | 12/2015 | 12/2016 |
| Bny Mellon | Newport Beach | CA | 01/2017 | 05/2017 |
| Lpl Financial, Llc | Irvine | CA | 06/2017 | Present |
| Global Retirement Partners, Llc | Irvine | CA | 06/2017 | Present |
| Grp Securities, Llc | San Rafael | CA | 12/2020 | Present |
8/17/2017 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Representative - IAR - Started 06/01/17 - 20 Hours Per Month/15 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 8/2017, I expect to spend approximately 20 hours per month on this activity. Please see the advisory firms 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 GRP Securities, LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-01 |
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