William James Snoke

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 10/2023
  M Holdings Securities, Inc.
  Portland, OR
• 06/2009 → Present
  Greenberg, Wexler & Eig, Llc.
  Bethesda, MD
• 10/2023 → 10/2023
  Global Retirement Partners, Llc
  San Rafael, CA
• 11/2023 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2014-01-07 → 2023-12-01
  M Holdings Securities, Inc.
  Bethesda, MD
• 2023-10-11 → 2023-10-11
  Global Retirement Partners Llc
  Bethesda, MD
  San Rafael, CA
• 1999-10-07 → 2002-12-31
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1) Greenberg, Wexler & Eig; 7315 Wisconsin Avenue, suite 250E, Bethesda MD 20814; M Financial Group Member Affiliation; Investment Related; Independent Contractor; Manage Qualified Retirement Business; 6/15/2017; 180 hours per month; 180 hours per month during trading hours. 2) 401k Bill; 1327 Amherst Avenue, Richmond, VA 23227; 04/16/2020; Owner; Work with 401k & other qualified retirement plans; Not investment related; 1 hour/month; 1 hour/month during business hours; No compensation.

Exams

• S66 Uniform Combined State Law Examination
  1999-09-03

Other Names

• Bill Snoke