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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Sacramento, 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 | Aug 11, 2022 | n/a | yes | SAN RAFAEL, CA|Sacramento, CA | Current employment |
| QUINTES FINANCIAL SERVICES, LLC | Former SEC adviser | Oct 5, 2017 | Feb 21, 2023 | no | WATSONVILLE, CA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 3, 2016 | May 23, 2016 | no | Salinas, CA|SAN JOSE, CA | Previous registration |
| HAYASHI & WAYLAND INVESTMENT SERVICES, LLC | n/a | Aug 11, 2014 | Jan 25, 2016 | no | SALINAS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| QUINTES FINANCIAL SERVICES, LLC | GLOBAL RETIREMENT PARTNERS LLC | Feb 21, 2023 | Aug 11, 2022 | -194 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | QUINTES FINANCIAL SERVICES, LLC | May 23, 2016 | Oct 5, 2017 | 500 | Firm change after gap | Other |
| HAYASHI & WAYLAND INVESTMENT SERVICES, LLC | VOYA FINANCIAL ADVISORS, INC. | Jan 25, 2016 | May 3, 2016 | 99 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 284960:172011:CA:2023-02-21 | Feb 21, 2023 | Aug 11, 2022 | WATSONVILLE, CA | Firm change after gap |