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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Redwood City, 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 | Sep 17, 2014 | n/a | yes | SAN RAFAEL, CA|Redwood City, CA | Current employment |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Dec 1, 2005 | Dec 3, 2014 | no | SAN RAFAEL, CA|SAN RAFAEL, CA|DALY CITY, CA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Nov 29, 1999 | Dec 2, 2005 | no | SAN BRUNO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL TELESIS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Dec 3, 2014 | Sep 17, 2014 | -77 | Firm change after gap | Other |
| SECURIAN FINANCIAL SERVICES, INC. | FINANCIAL TELESIS, INC. | Dec 2, 2005 | Dec 1, 2005 | -1 | Firm change | Other |