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Inactive

Kristin Baker

Global Retirement Partners LLC

San Rafael, CA

Houston, TX

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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
TX RA APPROVED 2024-01-05
  • TX RA
    APPROVED
    Since 2024-01-05

Branch Locations

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

9731 Wortham Blvd., Houston, TX 77065 • 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
Onedigital Investment Advisors Overland Park KS 07/2022 01/2024
Paychex Houston TX 06/2013 05/2022
Unemployed Houston TX 06/2022 06/2022
Global Retirement Partners, Llc San Rafael CA 01/2024 Present
  • 07/2022 → 01/2024
    Onedigital Investment Advisors
    Overland Park, KS
  • 06/2013 → 05/2022
    Paychex
    Houston, TX
  • 06/2022 → 06/2022
    Unemployed
    Houston, TX
  • 01/2024 → Present
    Global Retirement Partners, Llc
    San Rafael, CA
Previous Registrations
  • 2023-11-10 → 2024-01-04
    Onedigital
    Overland Park, KS
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23
Other Names
  • Kristin Cooley
  • Kristin Elise Kloesel

View on SEC IAPD

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Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

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