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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-25 |
| MO | RA | APPROVED | 2023-11-16 |
| OR | RA | APPROVED | 2023-05-08 |
| WA | RA | APPROVED | 2023-05-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Self Employed | Nampa | ID | 01/2020 | 05/2020 |
| Unemployed | Bend | OR | 07/2019 | 12/2019 |
| Plateau Forest Products | Bend | OR | 10/2017 | 07/2019 |
| Pine Tavern | Bend | OR | 06/2015 | 10/2017 |
| Thrivent Investment Management Inc | Bend | OR | 03/2020 | 05/2023 |
| Thrivent Financial | Appleton | WI | 05/2020 | 10/2020 |
| Thrivent Financial | Appleton | WI | 10/2020 | 05/2023 |
| Global Retirement Partners, Llc | San Rafael | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-18 |
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