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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
AZ RA APPROVED 2026-03-04
  • AZ RA
    APPROVED
    Since 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

Hub Investment Partners, Llc

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-04
  • AZ RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 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

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
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
  • 06/2017 → 02/2026
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2014 → 05/2017
    Texas Tech University
    Lubbock, TX
  • 09/2017 → 07/2018
    Self Employed
    Scottsdale, AZ
  • 09/2017 → 07/2018
    Self Employed
    Scottsdale, AZ
  • 10/2019 → 07/2020
    Mcgirr Law, Pllc
    Mesa, AZ
  • 09/2021 → Present
    Self Employed
    Gilbert, AZ
  • 02/2024 → Present
    Self-Employed
    Gilbert, AZ
  • 02/2026 → Present
    San Rafael, CA
  • 02/2026 → Present
    Hub International, Inc.
    Chicago, IL
  • 02/2026 → Present
    Austin, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25
Other Names
  • Brian D Libby
  • Brian Libby

View on SEC IAPD

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