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Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Global Retirement Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-25
  • FL RA
    APPROVED
    Since 2026-08-25

Branch Locations

1000 Corporate Drive, Suite 600, Fort Lauderdale, FL 33334 • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Retirement Partners, Llc Delray Beach FL 06/2018 05/2022
Lpl Financial, Llc Delray Beach FL 06/2018 05/2022
Independent Consultant Delray Beach FL 08/2016 05/2018
Truist Investment Services, Inc. Boca Raton FL 05/2022 09/2023
Truist Advisory Services, Inc. Boca Raton FL 05/2022 10/2023
Td Private Client Wealth Llc West Palm Beach FL 01/2024 03/2024
Td Bank N.A. West Palm Beach FL 01/2024 03/2024
Cetera Investment Services Llc Saint Cloud MN 07/2024 01/2026
Cetera Investment Advisers Llc West Palm Beach FL 07/2024 01/2026
Regions Bank West Palm Beach FL 03/2024 06/2026
Global Retirement Partners, Llc San Rafael CA 08/2026 Present
Hub International Investment Services Austin TX 08/2026 Present
Hub International Chicago IL 08/2026 Present
Not Applicable Delray Beach FL 07/2026 08/2026
Lpl Financial Llc Ft Lauderdale FL 08/2026 Present
  • 06/2018 → 05/2022
    Delray Beach, FL
  • 06/2018 → 05/2022
    Lpl Financial, Llc
    Delray Beach, FL
  • 08/2016 → 05/2018
    Independent Consultant
    Delray Beach, FL
  • 05/2022 → 09/2023
    Truist Investment Services, Inc.
    Boca Raton, FL
  • 05/2022 → 10/2023
    Boca Raton, FL
  • 01/2024 → 03/2024
    West Palm Beach, FL
  • 01/2024 → 03/2024
    Td Bank N.A.
    West Palm Beach, FL
  • 07/2024 → 01/2026
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 07/2024 → 01/2026
    West Palm Beach, FL
  • 03/2024 → 06/2026
    Regions Bank
    West Palm Beach, FL
  • 08/2026 → Present
    San Rafael, CA
  • 08/2026 → Present
    Hub International Investment Services
    Austin, TX
  • 08/2026 → Present
    Hub International
    Chicago, IL
  • 07/2026 → 08/2026
    Not Applicable
    Delray Beach, FL
  • 08/2026 → Present
    Lpl Financial Llc
    Ft Lauderdale, FL
Previous Registrations
Other Businesses

1. 08/2026 - HUB Retirement & Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 08/26/2026 2. 08/2026 - BLS Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 08/26/2026 3. 08/2026 - HUB International - Outside/W-2 Employment - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Fort Lauderdale, FL, 33334 – OBA Start Date: 07/28/2026

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-10-01
S65 Uniform Investment Adviser Law Examination 2016-03-05
  • S63 Uniform Securities Agent State Law Examination
    2022-10-01
  • S65 Uniform Investment Adviser Law Examination
    2016-03-05
Other Names
  • Marina Ana Glavota
  • Marina Glavota Mccleneghen
  • Marina Ana Mccleneghen
  • Marina Mccleneghen
  • Marina Glavota Mccleneghen
  • Marina Mccleneghen Glavota

View on SEC IAPD

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