Blake Alexander Thibault

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Lpl Financial, Llc
  Walnut Creek, CA
• 12/2014 → Present
  Global Retirement Partners, Llc
  Walnut Creek, CA
• 01/2016 → Present
  Heffernan Investment Advisors, Inc.
  Walnut Creek, CA

Previous Registrations

• 2016-04-06 → 2017-01-13
  Heffernan Investment Advisors, Inc.
  San Francisco, CA
• 2008-02-14 → 2010-11-30
  Nrp Advisors, Inc.
  San Francisco, CA
• 2006-04-13 → 2008-03-04
  Financial Telesis Inc
  San Rafael, CA
  San Francisco, CA
• 2000-11-29 → 2006-01-31
  Morgan Stanley Dw Inc.
  Oakland, CA

Other Businesses

1. 10/26/2010 - Heffernan Financial Services - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 100%. 2. 11/21/2012 - HEFFERNAN SECURITIES LLC. / CONDUIT BROKER/DEALER / REGISTERED REPRESENTATIVE OF HEFFERNAN SECURITIES LLC. 3. 11/19/2014 - Heffernan Retirement Services - INV REL - 180 Howard Street, Suite 200, San Francisco, CA 94105 - DBA for LPL Business (entity for LPL business) - START 09/15/2014 - 220 HOURS PER MONTH, 8 DURING TRADING - Retirement Plan Advisory Services 4. 01/26/2018 - Heffernan Insurance Brokers - Investment Related - At Reported Business Location(s) - Insurance Agency - Managing Director - Start Date 11/29/2017 - 160 Hours Per Month / 8 Hours During Trading. 5. 12/19/2018 - Heffernan Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/30/2006 - 20 Hours Per Month/20 Hours During Securities Trading. 6. 12/28/2018 - Heffernan Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/30/2006 - 20 Hours Per Month/20 Hours During Securities Trading. 7. 12/28/2018 - Heffernan Retirement Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/30/2006 - 20 Hours Per Month/20 Hours During Securities Trading. 8. 1/14/2019 - Bellavista del Lago - Investment Related - Lake Como, Italy. - Real Estate Rental - Start Date: 09/01/2018 - 2 Hours Per Month/0 Hours During Securities Trading. 9. 7/22/2020 - TWD, LLC - Not Investment Related - 7454 Sundial Place - Business Entity For Tax/Investment Purposes Only - Started 09/01/2019 - 0 Hours Per Month - Time Spent 0%. 10. 7/27/2020 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 5/1/15 - 4 Hours Per Month/0 Hours During Securities Trading - Time Spent 2% - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 5/2015. I expect to spend approximately 4 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. 11. 11/04/22 - No Business Name - Investment Related - Tiverton, RI - Real Estate Rental - Start Date - 09/02/2022 - 2 Hours Per Month/0 Hours During Securities Trading 12) 02/24/2025 - Heffernan Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:12/23/2024 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-13