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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 | 2026-03-04 |
Branch Locations
877 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
877 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2017 | 02/2026 |
| Texas Tech University | Lubbock | TX | 08/2014 | 05/2017 |
| Self Employed | Scottsdale | AZ | 09/2017 | 07/2018 |
| Self Employed | Scottsdale | AZ | 09/2017 | 07/2018 |
| Mcgirr Law, Pllc | Mesa | AZ | 10/2019 | 07/2020 |
| Self Employed | Gilbert | AZ | 09/2021 | Present |
| Self-Employed | Gilbert | AZ | 02/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2026 | Present |
| Hub International, Inc. | Chicago | IL | 02/2026 | Present |
| Hub Investment Partners Llc | Austin | TX | 02/2026 | Present |
NAME OF BUSINESS: Self-Employed Content Creator for Youtube.com NON -INVESTMENT-RELATED ADDRESS: (City/State) Gilbert, AZ NATURE OF BUSINESS: Content Creation POSITION: Content creator START DATE: 2/2024 APPROXIMATE HOURS/MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 0 NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT RELATED: ADDRESS (City/State): MESA, AZ NATURE OF BUSINESS: RENTAL PROP POSITION: OWNER START DATE (Month/Year): 10/2020 APPROXIMATE HOURS PER MONTH: 2 NUMBER OF HOURS DURING TRADING HOURS: 0 NAME OF BUSINESS: Self employed NON-INVESTMENT RELATED ADDRESS: Gilbert, Arizona NATURE OF BUSINESS: Home and auto cleaning services POSITION: Owner START DATE: 9/2021 APPROX. HOURS/MONTH: 20 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Manage business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-25 |
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