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Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-30
  • TX RA
    APPROVED
    Since 2021-04-30

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

3201 Collinsworth Street, Forth Worth, TX 76107 • 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
Raymond James & Associates, Inc. Fort Worth TX 07/2015 04/2021
Lpl Financial, Llc Fort Worth TX 04/2021 Present
Global Retirement Partners, Llc Forth Worth TX 04/2021 Present
Hub International Investment Services Kansas City MO 10/2025 Present
Previous Registrations
Other Businesses

1) 2026-04-24 - PenFacs Group - Non-Variable Insurance - Y - 2 - 2 - at reported business location(s) - 2026-04-23 - I sell fixed life insurance, health and disablity 2) 2026-01-05 - N/A - Beneficiary - N - - - at reported business location(s) - 2025-11-24 -

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-16
  • S66 Uniform Combined State Law Examination
    2020-06-16
Other Names
  • Brandy M. Cumberledge
  • Brandy M King
  • Brandy King Cumberledge
  • Brandy Michelle King Cumberledge

View on SEC IAPD

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