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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 | 2021-08-12 |
| CA | RA | APPROVED | 2021-06-09 |
| DC | RA | APPROVED | 2020-04-03 |
| NV | RA | APPROVED | 2018-05-01 |
Branch Locations
573 Dale Drive, Incline Village, NV 89451 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Ny | NY | 06/1990 | 06/2017 |
| Metlife Securities Inc. | Ny | NY | 06/1990 | 06/2017 |
| Mml Investors Services, Llc | New York | NY | 03/2017 | 06/2017 |
| Lpl Financial, Llc | New City | NY | 07/2017 | Present |
| Global Retirement Partners, Llc | New City | NY | 07/2017 | Present |
1. 7/13/2017 - INCLINE PENSION CONSULTING - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 07/10/2017 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 80%. 2. 7/13/2017 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 3/1/2017 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 12/2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 7/13/2017 - GRP FINANCIAL - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 3/1/2017 - Time Spent 100%. 4. 7/13/2017 - Incline Pension Consulting - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/10/2017 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 80%. 5. 7/13/2017 - 401K/403B DESIGN PLAYBOOK - 3 CROYDEN LANE, NEW YORK, NY - Other-CO-AUTHOR - Time Spent 0%. 6. 7/27/2017 - Metlife, Mass mutual, Transamerica - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2009 - 10 Hours Per Month/1 Hours During Securities Trading - Fixed insurance. 7. 02/15/2022- Incline Benefits Services- Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Start Date - 02/14/2022- 60 Hours Per Month/20 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-21 |
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