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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2019-05-10 |
| MD | RA | APPROVED | 2019-05-03 |
| VA | RA | APPROVED | 2019-04-29 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
115 N. Fairfax Street, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wtem-Am | Rockville | MD | 04/1997 | Present |
| Wjfk-Fm | Fairfax | VA | 05/1997 | Present |
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 12/2018 |
| Holden & Company | Alexandria | VA | 01/2019 | Present |
| Lpl Financial Llc | Alexandria | VA | 04/2019 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2018 | Present |
1)01/01/2019 - Outside/W-2 Employment - HOLDEN & COMPANY - 90% - INVESTMENT RELATED - ALEXANDRIA, VA 22314 2)2019 - DBA for LPL Business (entity for LPL business) - Holden & Company Retirement Partners - 100% - INVESTMENT RELATED - FAIRFAX, VA 22031 3)09/1997 - SPORTS BROADCASTING - CHRIS KNOCHE - 10% - NOT INVESTMENT RELATED - FAIRFAX, VA 22031 4. 05/12/2019 - GLOBAL RETIREMENT PARTNERS, LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - IAR - start date:4/25/2019 - 200 hrs/mo - 8 hrs during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 04/25/2019. I expect to spend approximately 200 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. 5). 05/21/2019 - Global Retirement Partners LLC - DBA: (Hybrid) Holden & Company Retirement Partners - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:04/25/2019 - 200 hrs/mo - 8 hrs during trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 4/25/2019. I expect to spend approximately 200 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-05 |
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