DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Wayne, PA
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 | Feb 22, 2016 | n/a | yes | SAN RAFAEL, CA|Wayne, PA | Current employment |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Mar 29, 2011 | Feb 19, 2016 | no | KING OF PRUSSIA, PA|PHILADELPHIA, PA | Previous registration |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Feb 8, 2008 | Mar 31, 2011 | no | PHILADELPHIA, PA|SAN RAFAEL, CA | Previous registration |
| EXCEL RETIREMENT PLANS, INC. | n/a | Aug 19, 2003 | Nov 18, 2008 | no | PHILADELPHIA, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | GLOBAL RETIREMENT PARTNERS LLC | Feb 19, 2016 | Feb 22, 2016 | 3 | Firm change | Other |
| FINANCIAL TELESIS, INC. | GENEOS WEALTH MANAGEMENT, INC. | Mar 31, 2011 | Mar 29, 2011 | -2 | Firm change | Other |
| EXCEL RETIREMENT PLANS, INC. | FINANCIAL TELESIS, INC. | Nov 18, 2008 | Feb 8, 2008 | -284 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120894:172011:PA:2016-02-19 | Feb 19, 2016 | Feb 22, 2016 | PHILADELPHIA, PA | Firm change |