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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Los Gatos, CA | SAN RAFAEL, CA
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 | Aug 1, 2024 | n/a | yes | Los Gatos, CA|SAN RAFAEL, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Dec 19, 2025 | no | LOS GATOS, CA | Previous registration |
| ASSOCIATED SECURITIES CORP. | n/a | Dec 1, 2008 | Sep 8, 2009 | no | LOS GATOS, CA|SAN MATEO, CA | Previous registration |
| STRATEGIC WEALTH ADVISORS GROUP | Former SEC adviser | Nov 29, 2007 | Dec 11, 2009 | no | LOS GATOS, CA | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Jul 3, 2006 | Nov 28, 2008 | no | LOS GATOS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | GLOBAL RETIREMENT PARTNERS LLC | Dec 19, 2025 | Aug 1, 2024 | -505 | Firm change after gap | Other |
| STRATEGIC WEALTH ADVISORS GROUP | ASSOCIATED SECURITIES CORP. | Dec 11, 2009 | Dec 1, 2008 | -375 | Firm change after gap | Other |
| ASSOCIATED SECURITIES CORP. | LPL FINANCIAL LLC | Sep 8, 2009 | Sep 8, 2009 | 0 | Firm change | Other |
| FSC SECURITIES CORPORATION | STRATEGIC WEALTH ADVISORS GROUP | Nov 28, 2008 | Nov 29, 2007 | -365 | Firm change after gap | Other |