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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

STEPHEN L. DOBROW

Advisor at GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, CA | San Mateo, CA

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Search this name across graphsid dfx:ria:5118857a-a526-fbd1-a7a9-413b41389340

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2003 to Sep 14, 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: Oct 1, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Exams: S63|S65
First exam: Jul 18, 2003
First registration: Dec 2, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4657976

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	Sep 23, 2014	n/a	yes	SAN RAFAEL, CA\|San Mateo, CA	Current employment
FINANCIAL TELESIS, INC.	Former SEC adviser	Sep 5, 2006	Dec 24, 2014	no	BURLINGAME, CA\|BURLINGAME, CA\|SAN RAFAEL, CA	Previous registration
KARP CAPITAL MANAGEMENT CORPORATION	Former SEC adviser	Oct 11, 2005	Sep 19, 2014	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
OGILVIE SECURITY ADVISORS CORP	Former SEC adviser	Dec 2, 2003	Jun 27, 2005	no	BURLINGAME, CA	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
FINANCIAL TELESIS, INC.	GLOBAL RETIREMENT PARTNERS LLC	Dec 24, 2014	Sep 23, 2014	-92	Firm change after gap	Other
KARP CAPITAL MANAGEMENT CORPORATION	FINANCIAL TELESIS, INC.	Sep 19, 2014	Sep 5, 2006	-2,936	Firm change after gap	Other
OGILVIE SECURITY ADVISORS CORP	KARP CAPITAL MANAGEMENT CORPORATION	Jun 27, 2005	Oct 11, 2005	106	Firm change	Other

Relationships

Registered with (4)

→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: current employment
Sep 23, 2014 to presentfactForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Sep 5, 2006 to Dec 24, 2014factForm ADV
→ KARP CAPITAL MANAGEMENT CORPORATIONRegistered adviserregistration: previous registration
Oct 11, 2005 to Sep 19, 2014factForm ADV
→ OGILVIE SECURITY ADVISORS CORPRegistered adviserregistration: previous registration
Dec 2, 2003 to Jun 27, 2005factForm ADV

Dated events

No dated event names this entity yet.