Anna Kemp
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Global Retirement Partners, LLCNov 2024 to now
- LPL Financial LLCNov 2024 to now
- DFPG Investments, LLCFeb 2023 to Oct 2024
- Diversify LLCJun 2022 to Oct 2024
- Washington Rec Center Day CareApr 2022 to May 2022
- Middle School Boys Tennis AssociationFeb 2022 to Apr 2022
- Dixie State UniversityNov 2021 to Jan 2022
- Northwestern MutualMay 2021 to Oct 2021
- Bloomington Country ClubAug 2019 to Apr 2021
- PacsunAug 2017 to Jul 2018
- Davis Behavioral HealthSep 2016 to Jul 2017
- Orlandos Mexican RestaurantApr 2016 to Jul 2019
- StudentFeb 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
Global Retirement Partners LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7354187
- 172011