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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Fort Lauderdale, FL | 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 25, 2026 | n/a | yes | Fort Lauderdale, FL|SAN RAFAEL, CA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jul 25, 2024 | Jan 15, 2026 | no | WEST PALM BEACH, FL | Previous registration |
| TD PRIVATE CLIENT WEALTH LLC | Bd affiliated wealth | Feb 14, 2024 | Mar 8, 2024 | no | Sarasota, FL|WEST PALM BEACH, FL | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 21, 2022 | Oct 10, 2023 | no | BOCA RATON, FL|PALM BEACH, FL | Previous registration |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Jun 25, 2018 | May 24, 2022 | no | Delray Beach, FL|SAN RAFAEL, CA | Previous registration |
| CREATIVE PLANNING | Independent wealth | Jun 17, 2016 | Jul 1, 2016 | no | Delray Beach, FL|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | GLOBAL RETIREMENT PARTNERS LLC | Jan 15, 2026 | Aug 25, 2026 | 222 | Firm change | Other |
| TD PRIVATE CLIENT WEALTH LLC | CETERA INVESTMENT ADVISERS LLC | Mar 8, 2024 | Jul 25, 2024 | 139 | Firm change | Ibd to ibd |
| TRUIST ADVISORY SERVICES, INC. | TD PRIVATE CLIENT WEALTH LLC | Oct 10, 2023 | Feb 14, 2024 | 127 | Firm change | Ibd to ibd |
| GLOBAL RETIREMENT PARTNERS LLC | TRUIST ADVISORY SERVICES, INC. | May 24, 2022 | Jun 21, 2022 | 28 | Firm change | Other |
| CREATIVE PLANNING | GLOBAL RETIREMENT PARTNERS LLC | Jul 1, 2016 | Jun 25, 2018 | 724 | Firm change after gap | Other |