David Taylor Pitz

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

• 09/2013 → Present
  Lpl Financial Llc
  Sparks, MD
• 10/2015 → Present
  Global Retirement Partners Llc
  Sparks, MD

Other Businesses

1. 10/25/2013 - KELLY ADVISORY - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 7/16/2015 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Started 06/23/2015 - 100 Hours Per Month During Securities Trading. 3. 7/28/2016: Global Retirement Partners - DBA: (HYBRID) Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/01/2016 - 10 Hours Per Month/2 Hours During Securities Trading. 4. 7/28/2016: Global Retirement Partners - DBA: (hybrid) Kelly Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/01/2016 - 8 Hours Per Month/2 Hours During Securities Trading. 5. 7/6/2020 - KB Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/08/2020 - 160 Hours Per Month During Securities Trading. 6. 7/20/2020 - Kelly Benefits Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/08/2020 - 160 Hours Per Month During Securities Trading. 7. 7/27/2020 - Kelly Benefits Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 08/01/2020 - 160 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-10
• S63 Uniform Securities Agent State Law Examination
  2001-06-12

Other Names

• David T Pitz