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

Mar 1, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

6

Exams

S65|S63

First exam

Jul 19, 1993

First registration

Aug 27, 1993

Dual registered

no

Other names

DALE LAWRENCE OTTER

IAPD individual key

1567703

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3d328d48-79a4-2f1f-d698-af1c77d67fc4

First observed

Aug 27, 1993

Last observed

Sep 14, 2026 5 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.