Best Investors Account Sign in
Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-06-15
  • MD RA
    APPROVED
    Since 2021-06-15

Branch Locations

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

Boulder, CO • 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
OrganizationCityStateFromTo
Self Employed Boulder CO 05/2016 11/2019
Gwfs Equities Greenwood Village CO 11/2018 03/2020
Lpl Financial Boulder CO 03/2020 Present
Global Retirement Partners, Llc San Rafael CA 06/2021 Present
  • 05/2016 → 11/2019
    Self Employed
    Boulder, CO
  • 11/2018 → 03/2020
    Gwfs Equities
    Greenwood Village, CO
  • 03/2020 → Present
    Lpl Financial
    Boulder, CO
  • 06/2021 → Present
    San Rafael, CA
Other Businesses

1)03/12/2020 - DBA for LPL Business (entity for LPL business) - Anderson Financial - At Reported Business Location(s) - Inv Rel 2)03/12/2020 - Evan Louis Photo - Other - Golden CO - Non Inv Rel - Start date: 2018 - 10 Hours / month 3)03/12/2020 - DBA for LPL Business (entity for LPL business) - Plan Sponsor Consultants - Investment Related - At Reported Business Location(s) 4)3/17/2022 - Global Retirement Partners - DBA: Anderson Financial Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 06/15/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 06/2021. 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. 5) 06/30/2025 - IATSE Local 22 - Outside/W-2 Employment - Washington DC - Not Inv Rel - Start date: 06/20/2025 - 80 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-06
S63 Uniform Securities Agent State Law Examination 2019-04-25
  • S65 Uniform Investment Adviser Law Examination
    2020-08-06
  • S63 Uniform Securities Agent State Law Examination
    2019-04-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Rafael, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor