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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Cincinnati, 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 5, 2022 | n/a | yes | Cincinnati, OH|SAN RAFAEL, CA | Current employment |
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | Former SEC adviser | Jan 8, 2019 | Oct 25, 2022 | no | Cincinnati, OH|NORTHBROOK, IL | Previous registration |
| STABLE TWO FINANCIAL LLC | Former SEC adviser | Jul 22, 2010 | Dec 31, 2018 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | GLOBAL RETIREMENT PARTNERS LLC | Oct 25, 2022 | Jul 5, 2022 | -112 | Channel change | Other |
| STABLE TWO FINANCIAL LLC | SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY | Dec 31, 2018 | Jan 8, 2019 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 293807:172011:IL:2022-10-11 | Oct 25, 2022 | Jul 5, 2022 | NORTHBROOK, IL | Firm change after gap |