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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-22 |
| GA | RA | APPROVED | 2017-04-06 |
| NJ | RA | APPROVED | 2016-09-14 |
| NC | RA | APPROVED | 2016-09-13 |
| MI | RA | APPROVED | 2016-05-17 |
| VT | RA | APPROVED | 2016-05-17 |
| VA | RA | APPROVED | 2016-05-16 |
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 |
|---|---|---|---|---|
| Lpl Financial | Pearl River | NY | 05/2016 | 10/2017 |
| Global Retirement Partners, Llc | San Rafael | CA | 05/2016 | Present |
1. 05/13/2016 - Renaissance Benefit Advisors Group, LLC - DBA for LPL Business (entity for LPL business) - 100% - Atlanta, GA 2. 05/16/2016 * Global Retirement Partners, LLC * Registered Investment Advisor * inv rel * at reported business location(s) * IAR * start 03/01/2016 * time spent 100% 3. 06/22/2016 * Renaissance Benefit Advisors Group, LLC * Registered Investment Advisor DBA * (HYBRID) Renaissance Benefit Advisors Group, LLC * INV REL * 20 North Main Street, Pearl River, NY 10965 * IAR * START 05/13/2016 * 160 HRS/MO. DURING SECS TRDG HRS. 4. 03/22/2017 * Renaissance Financial Advisors * Investment Related * At Reported Business Location(s) * Retirement Plan Services * Started 03/15/2017 * 160 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-05 |
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