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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Tomahawk, WI
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 | Oct 6, 2023 | n/a | yes | Tomahawk, WI|SAN RAFAEL, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 7, 2017 | Jul 19, 2023 | no | TOMAHAWK, WI|FORT MILL, SC|TOMAHAWK, WI | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Jul 25, 2007 | Nov 16, 2017 | no | MILWAUKEE, WI|Fox Valley, WI|MILWAUKEE, WI|WAUSAU, WI|WAUSAU, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | GLOBAL RETIREMENT PARTNERS LLC | Jul 19, 2023 | Oct 6, 2023 | 79 | Firm change | Other |
| ROBERT W. BAIRD & CO. INCORPORATED | LPL FINANCIAL LLC | Nov 16, 2017 | Dec 7, 2017 | 21 | Firm change | Other |