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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Lexington, MA
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 | Mar 13, 2024 | n/a | yes | SAN RAFAEL, CA|Lexington, MA | Current employment |
| MAYFLOWER ADVISORS | Mixed wealth | Jul 28, 2020 | Mar 8, 2024 | no | BOSTON, MA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 5, 2017 | Jul 21, 2020 | no | BOSTON, MA | Previous registration |
| ELDRIDGE INVESTMENT ADVISORS INC | Independent wealth | Jun 21, 2013 | Apr 5, 2017 | no | MANCHESTER, NH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | May 30, 2013 | May 3, 2017 | no | MANCHESTER, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAYFLOWER ADVISORS | GLOBAL RETIREMENT PARTNERS LLC | Mar 8, 2024 | Mar 13, 2024 | 5 | Firm change | Other |
| WELLS FARGO ADVISORS | MAYFLOWER ADVISORS | Jul 21, 2020 | Jul 28, 2020 | 7 | Firm change | Wirehouse to new firm |
| LPL FINANCIAL LLC | ELDRIDGE INVESTMENT ADVISORS INC | May 3, 2017 | Jun 21, 2013 | -1,412 | Firm change after gap | Other |
| ELDRIDGE INVESTMENT ADVISORS INC | WELLS FARGO ADVISORS | Apr 5, 2017 | Apr 5, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 307857:172011:MA:2024-03-08 | Mar 8, 2024 | Mar 13, 2024 | BOSTON, MA | Firm change |
| 11025:307857:MA:2020-07-21 | Jul 21, 2020 | Jul 28, 2020 | BOSTON, MA | Firm change |