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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Bethesda, MD
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 | Nov 16, 2023 | n/a | yes | Bethesda, MD|SAN RAFAEL, CA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Oct 11, 2023 | Oct 11, 2023 | no | Bethesda, MD|SAN RAFAEL, CA | Previous registration |
| M HOLDINGS SECURITIES, INC. | Bd affiliated wealth | Jan 7, 2014 | Dec 1, 2023 | no | BETHESDA, MD | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Oct 7, 1999 | Dec 31, 2002 | no | IRVINE, CA|IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M HOLDINGS SECURITIES, INC. | GLOBAL RETIREMENT PARTNERS LLC | Dec 1, 2023 | Oct 11, 2023 | -51 | Firm change after gap | Other |
| OSAIC FA, INC. | M HOLDINGS SECURITIES, INC. | Dec 31, 2002 | Jan 7, 2014 | 4,025 | Firm change after gap | Other |