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William Michael Peragine

Global Retirement Partners LLC

Melville, NY

San Rafael, CA

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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
NJ RA APPROVED 2026-01-05
NY RA APPROVED 2024-11-19
  • NJ RA
    APPROVED
    Since 2026-01-05
  • NY RA
    APPROVED
    Since 2024-11-19

Branch Locations

401 Broadhollow Road, #200, Melville, NY 11747 • 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
Wells Fargo Advisors, Llc Melville NY 09/2014 11/2016
Wells Fargo Clearing Services, Llc Melville NY 11/2016 06/2019
Global Retirement Partners, Llc San Rafael CA 06/2019 Present
Previous Registrations
  • 2018-02-20 → 2019-06-25
    Wells Fargo Clearing Services, Llc
    Melville, NY
  • 2009-06-01 → 2014-10-01
    Morgan Stanley
    Jericho, NY
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Jericho, NY
  • 2007-02-14 → 2007-04-02
    Morgan Stanley Dw Inc.
    Jericho, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-21
S63 Uniform Securities Agent State Law Examination 1988-01-28
  • S65 Uniform Investment Adviser Law Examination
    1995-04-21
  • S63 Uniform Securities Agent State Law Examination
    1988-01-28
Other Names
  • Bill Peragine
  • William Michael Peragine
  • William Michael Peragine

View on SEC IAPD

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