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Advisor at GLOBAL RETIREMENT PARTNERS LLC
South Salt Lake, UT | 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 | Oct 2, 2023 | n/a | yes | SAN RAFAEL, CA|South Salt Lake, UT | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Aug 26, 2021 | Sep 25, 2023 | no | AUSTIN, TX|Lehi, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | GLOBAL RETIREMENT PARTNERS LLC | Sep 25, 2023 | Oct 2, 2023 | 7 | Firm change | Other |