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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 | 2026-02-10 |
| WI | RA | APPROVED | 2020-10-06 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
828 John Nolen Drive, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Investment Services, Inc. | Green Bay | WI | 01/2016 | 10/2020 |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2020 | Present |
M3 Insurance/M3 Financial.Start Date: 10/1/2020. Financial Advisor. 160 hours per month are spent on this activity, all of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-23 |
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