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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Henrico, VA | 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 | Dec 11, 2023 | n/a | yes | SAN RAFAEL, CA|Henrico, VA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Jul 27, 2022 | Oct 11, 2022 | no | Milwaukee, WI|SAN RAFAEL, CA | Previous registration |
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | Former SEC adviser | Jun 27, 2019 | Oct 11, 2022 | no | Miwaukee, WI|NORTHBROOK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | GLOBAL RETIREMENT PARTNERS LLC | Oct 11, 2022 | Jul 27, 2022 | -76 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 293807:172011:IL:2022-10-11 | Oct 11, 2022 | Jul 27, 2022 | NORTHBROOK, IL | Firm change after gap |