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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Melville, NY
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 | Jun 24, 2019 | n/a | yes | SAN RAFAEL, CA|Melville, NY|Melville, NY | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 17, 2014 | Jun 25, 2019 | no | MELVILLE, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 1, 2014 | no | Jericho, NY | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | JERICHO, NY | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Feb 14, 2007 | Apr 2, 2007 | no | JERICHO, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | GLOBAL RETIREMENT PARTNERS LLC | Jun 25, 2019 | Jun 24, 2019 | -1 | Firm change | Other |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Oct 1, 2014 | Oct 17, 2014 | 16 | Firm change | Wirehouse to wirehouse |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:172011:NY:2019-06-25 | Jun 25, 2019 | Jun 24, 2019 | MELVILLE, NY | Firm change |