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Advisor at LPL FINANCIAL LLC
PITTSBURG, 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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 18, 2025 | n/a | yes | PITTSBURG, CA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Sep 17, 2014 | Aug 19, 2025 | no | Pittsburgh, CA|SAN RAFAEL, CA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Oct 21, 2005 | Dec 24, 2014 | no | PITTSBURG, CA|PITTSBURG, CA|SAN RAFAEL, CA|PLEASANT HILL, CA|PLEASANT HILL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | LPL FINANCIAL LLC | Aug 19, 2025 | Aug 18, 2025 | -1 | Firm change | Other |
| FINANCIAL TELESIS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Dec 24, 2014 | Sep 17, 2014 | -98 | Firm change after gap | Other |