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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)41 years in industry

PHILIP JOHN FOGLI

Advisor at GLOBAL RETIREMENT PARTNERS LLC

Wayne, PA | SAN RAFAEL, CA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 1, 1992 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 4, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Dec 4, 1984
First registration: Sep 1, 1992
Dual registered: yes, broker-dealer
IAPD individual key: 1320549

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Feb 17, 2016	n/a	yes	SAN RAFAEL, CA\|Wayne, PA	Current employment
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Aug 17, 2005	Feb 19, 2016	no	KING OF PRUSSIA, PA\|GARDNERS, PA\|UNION BRIDGE, MD	Previous registration
WALNUT STREET ADVISERS INC	n/a	Jan 23, 1996	Oct 4, 2005	no	KING OF PRUSSIA, PA	Previous registration
IFG RUSSELL ADVISORS INC	Former SEC adviser	Jan 3, 1995	Apr 2, 2008	no	BERWYN, PA	Previous registration
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	Former SEC adviser	Sep 1, 1992	Oct 28, 2008	no	BERWYN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GENEOS WEALTH MANAGEMENT, INC.	GLOBAL RETIREMENT PARTNERS LLC	Feb 19, 2016	Feb 17, 2016	-2	Firm change	Other
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	IFG RUSSELL ADVISORS INC	Oct 28, 2008	Jan 3, 1995	-5,047	Firm change after gap	Other
IFG RUSSELL ADVISORS INC	WALNUT STREET ADVISERS INC	Apr 2, 2008	Jan 23, 1996	-4,453	Firm change after gap	Other
WALNUT STREET ADVISERS INC	GENEOS WEALTH MANAGEMENT, INC.	Oct 4, 2005	Aug 17, 2005	-48	Firm change after gap	Other

Relationships

Registered with (5)

→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: current employment
Feb 17, 2016 to presentfactForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 17, 2005 to Feb 19, 2016factForm ADV
→ AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.Registered adviserregistration: previous registration
Sep 1, 1992 to Oct 28, 2008factForm ADV
→ IFG RUSSELL ADVISORS INCRegistered adviserregistration: previous registration
Jan 3, 1995 to Apr 2, 2008factForm ADV
→ WALNUT STREET ADVISERS INCRegistered adviserregistration: previous registration
Jan 23, 1996 to Oct 4, 2005factForm ADV

Dated events

No dated event names this entity yet.