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Inactive

Patrick Ilcin

Global Retirement Partners LLC

Cleveland, OH

San Rafael, CA

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Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-14
  • OH RA
    APPROVED
    Since 2025-07-14

Branch Locations

950 Main Ave. #1420, Cleveland, OH 44113 • 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
OrganizationCityStateFromTo
Nfp Retirement Aliso Viejo CA 10/2021 07/2025
Charles Schwab Richfield OH 06/2018 10/2021
Butler University Libraries Indianapolis IN 08/2016 05/2018
Woodstock Country Club Indianapolis IN 11/2017 06/2018
Valeo Financial Advisors Indianapolis IN 01/2017 05/2017
Charles Schwab Richfield OH 06/2017 08/2017
Scotty's Dawghouse Indianapolis IN 05/2016 12/2016
Butler University Indianapolis IN 08/2014 05/2018
Global Retirement Partners, Llc San Rafael CA 07/2025 Present
  • 10/2021 → 07/2025
    Nfp Retirement
    Aliso Viejo, CA
  • 06/2018 → 10/2021
    Charles Schwab
    Richfield, OH
  • 08/2016 → 05/2018
    Butler University Libraries
    Indianapolis, IN
  • 11/2017 → 06/2018
    Woodstock Country Club
    Indianapolis, IN
  • 01/2017 → 05/2017
    Valeo Financial Advisors
    Indianapolis, IN
  • 06/2017 → 08/2017
    Charles Schwab
    Richfield, OH
  • 05/2016 → 12/2016
    Scotty's Dawghouse
    Indianapolis, IN
  • 08/2014 → 05/2018
    Butler University
    Indianapolis, IN
  • 07/2025 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-13
  • S65 Uniform Investment Adviser Law Examination
    2021-12-13

View on SEC IAPD

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