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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-02 |
| UT | RA | APPROVED | 2022-06-09 |
Branch Locations
8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ 85258 • 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 |
|---|---|---|---|---|
| Wealthplan Advisors | Scottsdale | AZ | 05/2009 | Present |
| Hub International | Chicago | IL | 06/2022 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2022 | Present |
SBBC INVESTMENTS, LLC - REAL ESTATE - MESA, AZ. PASSIVE INVESTOR. STARTED 5/17/2011 TO PRESENT. 4 HRS/ MONTH - BUY AND LEASE REAL ESTATE - NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-14 |
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