DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Chillicothe, OH
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 | Jul 4, 2022 | n/a | yes | Chillicothe, OH|SAN RAFAEL, CA | Current employment |
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | Former SEC adviser | Apr 8, 2020 | Oct 25, 2022 | no | Cillicothe, OH|NORTHBROOK, IL | Previous registration |
| HUB INTERNATIONAL INVESTMENT SERVICES INC. | n/a | Apr 8, 2020 | Mar 9, 2024 | no | NORTHBROOK, IL|CONCORD, CA|AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUB INTERNATIONAL INVESTMENT SERVICES INC. | GLOBAL RETIREMENT PARTNERS LLC | Mar 9, 2024 | Jul 4, 2022 | -614 | Firm change after gap | Other |
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | HUB INTERNATIONAL INVESTMENT SERVICES INC. | Oct 25, 2022 | Apr 8, 2020 | -930 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150252:172011:TX:2024-03-09 | Mar 9, 2024 | Jul 4, 2022 | AUSTIN, TX | Firm change after gap |
| 293807:150252:IL:2022-10-25 | Oct 25, 2022 | Apr 8, 2020 | NORTHBROOK, IL | Firm change after gap |