Tamara A Stewart

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-09-30

Branch Locations

520 E. Topaz Blvd., Suite 205, Delta, UT 84624 • United States

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

Organization	City	State	From	To
Global Retirement Partners, Llc	San Rafael	CA	08/2024	Present
Hub International	Chicago	IL	04/2023	Present
Delta City	Delta	UT	07/2022	Present
Community First	Delta	UT	05/2021	03/2023
Irs Volunteer Income Tax Assistance (Vita).	Delta	UT	01/2022	04/2022
Materion Natural Resources (Through Elwood Staffing)	Delta	UT	01/2018	08/2018
Southern Utah University	Cedar City	UT	01/2016	08/2017
Self	Delta	UT	08/2014	12/2017
Self	Delta	UT	09/2018	04/2021

08/2024 → Present

Global Retirement Partners, Llc

San Rafael, CA
04/2023 → Present

Hub International

Chicago, IL
07/2022 → Present

Delta City

Delta, UT
05/2021 → 03/2023

Community First

Delta, UT
01/2022 → 04/2022

Irs Volunteer Income Tax Assistance (Vita).

Delta, UT
01/2018 → 08/2018

Materion Natural Resources (Through Elwood Staffing)

Delta, UT
01/2016 → 08/2017

Southern Utah University

Cedar City, UT
08/2014 → 12/2017

Self

Delta, UT
09/2018 → 04/2021

Self

Delta, UT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-27

Other Firms