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.

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Sep 11, 2015

First registration

Sep 11, 2015

Dual registered

yes, broker-dealer

Other names

AMY LYNNE CHARBONNEAU

IAPD individual key

6533906

• Occurred

  Nov 9, 2023
  Advisor changed firm

  Amy Charbonneau Burk left Golden Corner Wealth Advisors for Global Retirement Partners Llc (registered 2023-06-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a6a831c-d7b5-0a7c-24eb-d2cdf60f6e5b

First observed

Sep 11, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.