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Advisor at GLOBAL PORTFOLIO SERVICES LLC
GRAND RAPIDS, MI
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 PORTFOLIO SERVICES LLC | State registered | Jan 1, 2026 | n/a | yes | GRAND RAPIDS, MI | Current employment |
| REGAL INVESTMENT ADVISORS LLC | Bd affiliated wealth | Sep 29, 2011 | Apr 3, 2018 | no | GRAND RAPIDS, MI|KENTWOOD, MI | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jul 26, 2005 | Jan 27, 2011 | no | GRAND RAPIDS, MI|GRAND RAPIDS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | GLOBAL PORTFOLIO SERVICES LLC | Apr 3, 2018 | Jan 1, 2026 | 2,830 | Firm change after gap | Ibd to state RIA |
| VALIC FINANCIAL ADVISORS, INC. | REGAL INVESTMENT ADVISORS LLC | Jan 27, 2011 | Sep 29, 2011 | 245 | Firm change | Other |