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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
SC RA APPROVED 2025-07-14
  • SC RA
    APPROVED
    Since 2025-07-14

Branch Locations

4401 Leeds Ave. #260, North Charleston, SC 29405 • 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
Global Retirement Partners, Llc San Rafael CA 07/2025 Present
Hub International Charleston SC 07/2025 Present
Hub International Seneca SC 05/2024 08/2024
Golden Green Inc. Seneca SC 05/2023 08/2023
First Horizon Bank Charlotte NC 05/2022 08/2022
Clemson University Clemson SC 08/2021 05/2025
Carmel Christian School Matthews NC 07/2015 05/2021
  • 07/2025 → Present
    San Rafael, CA
  • 07/2025 → Present
    Hub International
    Charleston, SC
  • 05/2024 → 08/2024
    Hub International
    Seneca, SC
  • 05/2023 → 08/2023
    Golden Green Inc.
    Seneca, SC
  • 05/2022 → 08/2022
    First Horizon Bank
    Charlotte, NC
  • 08/2021 → 05/2025
    Clemson University
    Clemson, SC
  • 07/2015 → 05/2021
    Carmel Christian School
    Matthews, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-05
  • S65 Uniform Investment Adviser Law Examination
    2025-07-05

View on SEC IAPD

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