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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Foxboro, MA
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 | Jun 8, 2021 | n/a | yes | SAN RAFAEL, CA|Foxboro, MA | Current employment |
| Onedigital | Institutional manager | Apr 30, 2019 | Jun 9, 2021 | no | Foxboro, MA|OVERLAND PARK, KS | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jul 24, 2015 | Jun 3, 2019 | no | FOXBORO, MA | Previous registration |
| MMC SECURITIES LLC | Former SEC adviser | Jan 24, 2011 | Jul 7, 2015 | no | BOSTON, MA|BOSTON, MA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 20, 2008 | Jan 15, 2009 | no | WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | GLOBAL RETIREMENT PARTNERS LLC | Jun 9, 2021 | Jun 8, 2021 | -1 | Firm change | Other |
| INDEPENDENT FINANCIAL PARTNERS | Onedigital | Jun 3, 2019 | Apr 30, 2019 | -34 | Firm change after gap | Other |
| MMC SECURITIES LLC | INDEPENDENT FINANCIAL PARTNERS | Jul 7, 2015 | Jul 24, 2015 | 17 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | MMC SECURITIES LLC | Jan 15, 2009 | Jan 24, 2011 | 739 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106766:172011:KS:2021-06-09 | Jun 9, 2021 | Jun 8, 2021 | OVERLAND PARK, KS | Firm change |