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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Wayne, PA | 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 | Feb 16, 2016 | n/a | yes | SAN RAFAEL, CA|Wayne, PA | Current employment |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Feb 28, 2011 | Feb 19, 2016 | no | KING OF PRUSSIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | GLOBAL RETIREMENT PARTNERS LLC | Feb 19, 2016 | Feb 16, 2016 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120894:172011:PA:2016-02-19 | Feb 19, 2016 | Feb 16, 2016 | KING OF PRUSSIA, PA | Firm change |