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.

Current firm

GLOBAL RETIREMENT PARTNERS LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 24, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Aug 24, 2010

First registration

Nov 24, 2010

Dual registered

yes, broker-dealer

IAPD individual key

5569451

• Occurred

  Mar 31, 2022
  Advisor changed firm

  Joseph James Conzelman left Hub International Investment Advisory Services Inc. for Global Retirement Partners Llc (registered 2021-01-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3582e6b9-05b4-1c10-6d40-68d76e4fdd16

First observed

Nov 24, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.