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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-26 |
| VA | RA | APPROVED | 2019-04-30 |
| TX | RA | APPROVED_RES | 2018-08-01 |
| FL | RA | APPROVED | 2016-02-17 |
| RI | RA | APPROVED | 2016-01-29 |
| CT | RA | APPROVED | 2016-01-21 |
| MA | RA | APPROVED | 2016-01-11 |
| NJ | RA | APPROVED | 2016-01-07 |
| ME | RA | APPROVED | 2016-01-05 |
Branch Locations
57 Maple Ave. Suite 102, Barrington, RI 02806 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2013-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Barrington | RI | 02/2012 | Present |
| Global Retirement Partners Llc | Barrington | RI | 12/2015 | Present |
(1) 03/07/2012: Retirement & Benefit Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 12/30/2015: GRP - Registered Investment Advisor DBA - DBA: (HYBRID) Retirement & Benefit Partners - Investment Related - 282 County Road, Suite 2C, Barrington, RI 02806 - Start 12/22/2015 - 160 Hr/Mo; 130 Hours During Securities Trading - I provide investment advisory services through GRP, an independent investment advisor firm. I started this business activity in 12/22/2015. I expect to spend approximately 160 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. (3) 03/02/2016: GRP - Registered Investment Advisor DBA - DBA: (hybrid) Retirement&Benefit Ptnrs of Rhode Island - Investment Related - 282 County Road, Suite 2C, Barrington, RI 02806 - Start 12/22/2015 - 160 Hr/Mo; 130 Hours During Securities Trading - IAR. (4) 3/21/2018 - RBP Holdings, LLC - DBA: RBP Holdings - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/17/2017 - 40 Hours Per Month During Securities Trading. (5) 04/25/2023 - No Business Name - Not Investment Related - Barrington, RI - Other - Lacrosse Coach - Start Date 04/12/2023 - 60 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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