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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| AZ | RA | APPROVED | 2022-11-09 |
| NV | RA | APPROVED | 2022-06-16 |
| UT | RA | APPROVED | 2022-06-09 |
Branch Locations
3400 Ashton Blvd., Lehi, UT 84048 • 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 |
|---|---|---|---|---|
| Wealthplan Advisors | Scottsdale | AZ | 04/2009 | Present |
| Insurance-Non Variable | Lehi | UT | 06/2011 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2011 | 09/2018 |
| Hub International | Chicago | IL | 06/2022 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-03 |
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