DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GLOBAL RETIREMENT PARTNERS LLC
Redwood City, CA | SAN RAFAEL, CA
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 | Sep 23, 2014 | n/a | yes | SAN RAFAEL, CA|Redwood City, CA | Current employment |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Dec 1, 2005 | Nov 17, 2014 | no | SAN RAFAEL, CA|SAN RAFAEL, CA|SAN RAFAEL, CA|DALY CITY, CA|DALY CITY, CA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Oct 25, 2001 | Dec 2, 2005 | no | SAN BRUNO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL TELESIS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Nov 17, 2014 | Sep 23, 2014 | -55 | Firm change after gap | Other |
| SECURIAN FINANCIAL SERVICES, INC. | FINANCIAL TELESIS, INC. | Dec 2, 2005 | Dec 1, 2005 | -1 | Firm change | Other |