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Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-02-23
DE RA APPROVED 2026-02-20
NC RA APPROVED 2026-02-20
PA RA APPROVED 2026-02-20
VA RA APPROVED 2026-02-20
WV RA APPROVED 2026-02-20
MD RA APPROVED 2022-06-06
  • SC RA
    APPROVED
    Since 2026-02-23
  • DE RA
    APPROVED
    Since 2026-02-20
  • NC RA
    APPROVED
    Since 2026-02-20
  • PA RA
    APPROVED
    Since 2026-02-20
  • VA RA
    APPROVED
    Since 2026-02-20
  • WV RA
    APPROVED
    Since 2026-02-20
  • MD RA
    APPROVED
    Since 2022-06-06

Branch Locations

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

1445 Research Blvd., Suite 340, Rockville, MD 20850 • 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
Global Retirement Partners, Llc San Rafael CA 02/2020 Present
Deep Creek Marina Mchenry MD 05/2017 07/2019
High Mountain Sports Oakland MD 07/2013 05/2017
University Of Maryland College Park MD 08/2015 05/2019
Unemployed Potomac MD 08/2019 01/2020
  • 02/2020 → Present
    San Rafael, CA
  • 05/2017 → 07/2019
    Deep Creek Marina
    Mchenry, MD
  • 07/2013 → 05/2017
    High Mountain Sports
    Oakland, MD
  • 08/2015 → 05/2019
    University Of Maryland
    College Park, MD
  • 08/2019 → 01/2020
    Unemployed
    Potomac, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-06
  • S65 Uniform Investment Adviser Law Examination
    2022-06-06

View on SEC IAPD

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