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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Boca Raton, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | May 1, 2025 | n/a | yes | SAN RAFAEL, CA|Boca Raton, FL | Current employment |
| GREAT VALLEY ADVISOR GROUP, LLC | Independent wealth | Apr 30, 2018 | May 7, 2025 | no | Coral Springs, FL | Previous registration |
| COLLABORATIVE WEALTH | Independent wealth | Nov 10, 2015 | May 9, 2018 | no | Coral Springs, FL|LAKE MARY, FL | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 11, 2014 | Nov 19, 2015 | no | BOCA RATON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, LLC | GLOBAL RETIREMENT PARTNERS LLC | May 7, 2025 | May 1, 2025 | -6 | Firm change | Other |
| COLLABORATIVE WEALTH | GREAT VALLEY ADVISOR GROUP, LLC | May 9, 2018 | Apr 30, 2018 | -9 | Firm change | RIA to RIA |
| SECURIAN FINANCIAL SERVICES, INC. | COLLABORATIVE WEALTH | Nov 19, 2015 | Nov 10, 2015 | -9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123913:172011:FL:2025-05-07 | May 7, 2025 | May 1, 2025 | CORAL SPRINGS, FL | Firm change |
| 142106:123913:FL:2018-05-09 | May 9, 2018 | Apr 30, 2018 | LAKE MARY, FL | Firm change |
| 15296:142106:FL:2015-11-19 | Nov 19, 2015 | Nov 10, 2015 | BOCA RATON, FL | Firm change |