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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
CA RA APPROVED 2017-09-18
  • CA RA
    APPROVED
    Since 2017-09-18

Branch Locations

77 Mark Drive Suite 17, San Rafael, CA 94903 • 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
Global Retirement Partners, Llc San Rafael CA 06/2017 Present
Consultant San Francisco CA 07/2012 Present
Other Businesses

Sack Properties: Real Estate Investment. Investment related: yes. Advisory Council. 111 Pine Street, Suite 1600, San Francisco, CA 94111. Start Date: June 2014. Hours per month:2, during securities trading hours. Hargrave Fiduciary Advisors: Financial Consulting Firm. Investment related: Yes. Advisor. 77 Mark Drive, Suite 17, San Rafael, CA 94908. Start Date: June 2017. Hours per month: 35, during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-18
  • S65 Uniform Investment Adviser Law Examination
    2017-09-18
Designations

View on SEC IAPD

Other Firms

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