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Global Retirement Partners LLC CRD 172011
$170B regulatory AUM 798 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-26 |
| NM | RA | APPROVED | 2023-04-26 |
Branch Locations
8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bcj Capital Management (Bauer Captain & Johnson Inc.) | Scottsdale | AZ | 06/2000 | 03/2023 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2023 | Present |
| Hub International | Chicago | IL | 03/2023 | Present |
Rover Pet Sitting Since 04/2022 5 Hours per month Not during trading hours Not Investment Related Care.com Platform that connects people who need childcare and/or pet care Consultant/Independent Contractor Since 05/2022 Not during trading hours Not Investment Related Instacart Shopper Since 10/20022 Not during trading hours Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-02 |
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