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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2016-12-16 |
| CA | RA | APPROVED | 2016-11-07 |
| CO | RA | APPROVED | 2016-11-07 |
| KS | RA | APPROVED | 2016-11-07 |
| NH | RA | APPROVED | 2016-11-07 |
| TX | RA | APPROVED | 2016-11-07 |
Branch Locations
4551 W. 107Th Street Suite 220, Overland Park, KS 66207 • United States
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Fairway | KS | 12/2004 | 11/2016 |
| Princor Financial Services Corporation | Fairway | KS | 12/2004 | Present |
| Douglas R Peete & Associates | Overland Park | IL | 01/2005 | Present |
| Cretcher Heartland Life Insurance Services Llc | Overland Park | KS | 08/2013 | Present |
| Lpl Financial, Llc | Overland Park | KS | 11/2016 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2016 | Present |
1. 10/20/2016 - Douglas R Peete & Associates - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/10/2016 - 160 hr/mth 2. 10/20/2016 - Jazz Musician - non-inv rel - start: 05/23/2012. 3. 11/8/2016: Global Retirement Partners - DBA: (HYBRID) Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 11/10/2016 - 160 Hours Per Month - Time Spent 100% - IAR - I provide investment advisory services through Global Retirement Partners , an independent investment advisor firm. I started this business activity in November 2016. 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. 4. 11/8/2016: Douglas R. Peete & Associates - DBA: (HYBRID) Douglas R. Peete & Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/10/2016 - 160 Hours per Month During Securities Trading - Time Spent 100% - IAR. 5. 07/16/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:07/10/2019 - 10 hrs/mo - 1 hrs during trading. 6. 10/17/2023 - Ash Brokerage - Non-Variable Insurance - Insurance Producer - Investment Related - At Reported Business Location(s) - Start Date 10/06/2023 - 5 Hours Per Month/ During Trading 7) 04/17/2025 - Allegis Advisor Group, a Simplicity Group - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date :04/01/2025 - 20 Hrs/Mth - 20 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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