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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SPRINGFIELD, MO | 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 | Jan 16, 2015 | n/a | yes | SPRINGFIELD, MO|SAN RAFAEL, CA | Current employment |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Aug 20, 2009 | Nov 17, 2014 | no | SAN RAFAEL, CA|SPRINGFIELD, MO | Previous registration |
| PENSION CONSULTANTS INC | Institutional manager | Dec 2, 2005 | Dec 5, 2006 | no | SPRINGFIELD, MO | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jun 4, 2002 | Dec 20, 2002 | no | OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL TELESIS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Nov 17, 2014 | Jan 16, 2015 | 60 | Firm change | Other |
| PENSION CONSULTANTS INC | FINANCIAL TELESIS, INC. | Dec 5, 2006 | Aug 20, 2009 | 989 | Firm change after gap | Other |
| VALIC FINANCIAL ADVISORS, INC. | PENSION CONSULTANTS INC | Dec 20, 2002 | Dec 2, 2005 | 1,078 | Firm change after gap | Other |