Inactive

Thomas Michael Santabarbara

Global Retirement Partners LLC

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Current Employers

Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-08-29

NY RA
APPROVED

Since 2022-08-29

Branch Locations

14 Plaza Drive, Suite 102, Latham, NY 12110 • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Direct Advisors, Llc	Latham	NY	08/2006	Present
Dr Pension Services, Llc	Albany	NY	01/2002	12/2017
Global Retirement Partners, Llc	San Rafael	CA	08/2022	Present
Hub International, Inc.	Chicago	IL	08/2022	Present

08/2006 → Present

Direct Advisors, Llc

Latham, NY
01/2002 → 12/2017

Dr Pension Services, Llc

Albany, NY
08/2022 → Present

Global Retirement Partners, Llc

San Rafael, CA
08/2022 → Present

Hub International, Inc.

Chicago, IL

Previous Registrations

2021-08-05 → 2022-12-05

Direct Advisors, Llc

Latham, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-02-01
S63	Uniform Securities Agent State Law Examination	1983-02-16

S65 Uniform Investment Adviser Law Examination

2005-02-01
S63 Uniform Securities Agent State Law Examination

1983-02-16

View on SEC IAPD

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