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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-31 |
| VA | RA | APPROVED | 2023-10-31 |
Branch Locations
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814 • United States
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 |
|---|---|---|---|---|
| Cdm Retirement Consultants, Inc | Towsen | MD | 10/2015 | 12/2016 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | 10/2023 |
| Afs 401(K) Retirement Services, Llc | Bethesda | MD | 01/2017 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-09 |
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