Best Investors Account Sign in
Inactive

Alexander George Assaley

Global Retirement Partners LLC

Bethesda, MD

San Rafael, CA

Claim This Profile
Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-01
OH RA APPROVED 2025-03-03
NY RA APPROVED 2025-02-28
MD RA APPROVED 2023-10-31
TX RA APPROVED 2023-10-31
VA RA APPROVED 2023-10-31
  • FL RA
    APPROVED
    Since 2026-07-01
  • OH RA
    APPROVED
    Since 2025-03-03
  • NY RA
    APPROVED
    Since 2025-02-28
  • MD RA
    APPROVED
    Since 2023-10-31
  • TX RA
    APPROVED
    Since 2023-10-31
  • VA RA
    APPROVED
    Since 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

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
Commonwealth Financial Network Waltham MA 07/2006 10/2023
Afs Financial Group Bethesda MD 07/2006 Present
Global Retirement Partners, Llc San Rafael CA 10/2023 Present
Previous Registrations
Other Businesses

1. AFS Financial Group, LLC, as insurance agent selling fixed insurance product sales, started October 2014; less than 1% of time, conducted at branch; investment related. 2. AFS 401K Retirement Services, LLC; Partner and Part Owner of private entity created as operating company 401k and Retirement Plan securities and investment advisory business; started January 2012; 95% time; conducted at branch, investment related. 3. 7700 OGR Financial, LLC; 13.2% owner and member through ownership in AFS 401(k) Retirement Services, LLC in private entity setup for the purpose of renting, leasing and/or occupying commercial office space; started March 2013: spends 5% of time; conducted at branch; investment related. 4. MoneyNav, LLC; 50% owner of a privately held company created for the purpose of development and marketing of a software system, for contact management and strategic planning for use with retirement plan sponsors and participants; started June 2018; spends 10% of time; conducted at branch; investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-17
S63 Uniform Securities Agent State Law Examination 2006-03-23
  • S66 Uniform Combined State Law Examination
    2007-12-17
  • S63 Uniform Securities Agent State Law Examination
    2006-03-23
Other Names
  • Alexander G Assaley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor