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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Hollister, 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 | Oct 10, 2014 | n/a | yes | SAN RAFAEL, CA|Hollister, CA | Current employment |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Sep 1, 2010 | Dec 2, 2014 | no | MORGAN HILL, CA|SAN RAFAEL, CA | Previous registration |
| SAVANT INVESTMENT GROUP, LLC | Former SEC adviser | Apr 10, 2006 | Nov 30, 2010 | no | EMERYVILLE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL TELESIS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Dec 2, 2014 | Oct 10, 2014 | -53 | Firm change after gap | Other |
| SAVANT INVESTMENT GROUP, LLC | FINANCIAL TELESIS, INC. | Nov 30, 2010 | Sep 1, 2010 | -90 | Firm change after gap | Other |