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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-17 |
| CA | RA | APPROVED | 2025-04-02 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 04/2025 |
| Breaux Benefits Group | San Rafael | CA | 06/2010 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 04/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2025 | Present |
1. FIXED INSURANCE, LIFE/HEALTH/DISABILITY/ANNUITIES/GROUP PLANS AND GROUP DENTAL. 2. BREAUX BENEFITS GROUP DBA BREAUX BENEFITS INSURANCE SERVICES; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; GROUP INSURANCE; 20-30 HOURS/WEEK DURING SECURITIES TRADING HOURS; PRESIDENT/OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-13 |
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