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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-28 |
| KY | RA | APPROVED | 2024-06-28 |
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
18600 Northville Road Suite 275, Northville, MI 48168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 03/2019 |
| Lpl Financial, Llc | Carmel | IN | 03/2019 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
1)10/2015 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners - 100% - INVESTMENT RELATED - SHOREWOOD, IL 60404 2)04/2019 - Business Entity For Tax/Investment Purposes Only - SRP HOLDINGS GROUP, LLC - 0% - INVESTMENT RELATED - SHOREWOOD, IL 60404 3)10/2015 - DBA for LPL Business (entity for LPL business) - SRP - 100% - INVESTMENT RELATED - SHOREWOOD, IL 60404. 4) 4/4/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Client Relationship Manager/Consultant - Start Date: 10/2015 - 45 Hours Per Month/45 Hours During Securities Trading - I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 45 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. TERMED 6/2024 5) 4/15/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR. TERMED 6/2024 6) 4/15/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2015. TERMED 6/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-21 |
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