Adviser and broker representative · Global Retirement Partners LLC

Sarah J. Boring

CRD 6628218 · Blue Bell, PA

At a glance

Sarah J. Boring is an investment adviser representative with Global Retirement Partners LLC in Blue Bell, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2023, about 3 years ago. Sarah is also registered as a broker representative.

Current advisory firm

Global Retirement Partners LLCSince May 2023Blue Bell, PA · $170B in regulatory assets

SEC adviser record

Registered since: 2023 (3 years)
Designations: None on file
Exams: Series 66
Registered in: 3 states
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Sarah’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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