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RIA / WealthAdvisor23 years in industry

KYLE JAY RUSSELL

Advisor at GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, CA | Mercer Island, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:847ef81b-1997-d022-90c7-1b03fb234dec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 23, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 11, 2004
First registration: Sep 23, 2005
Dual registered: no
IAPD individual key: 4963576

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 1, 2025	n/a	yes	Mercer Island, WA\|SAN RAFAEL, CA	Current employment
CAPSTONE WEALTH ADVISORS, LLC	Independent wealth	Feb 8, 2022	Feb 11, 2025	no	Bellevue, WA\|SALEM, OR	Previous registration
EK RILEY INVESTMENTS, LLC	Former SEC adviser	Nov 6, 2019	Oct 9, 2020	no	SEATTLE, WA\|SEATTLE, WA	Previous registration
USI ADVISORS	Institutional manager	Apr 27, 2017	Nov 8, 2017	no	Seattle, WA	Previous registration
KIBBLE & PRENTICE HOLDING COMPANY	Former SEC adviser	Sep 23, 2005	May 1, 2017	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPSTONE WEALTH ADVISORS, LLC	GLOBAL RETIREMENT PARTNERS LLC	Feb 11, 2025	Apr 1, 2025	49	Firm change	Other
EK RILEY INVESTMENTS, LLC	CAPSTONE WEALTH ADVISORS, LLC	Oct 9, 2020	Feb 8, 2022	487	Firm change after gap	RIA to RIA
USI ADVISORS	EK RILEY INVESTMENTS, LLC	Nov 8, 2017	Nov 6, 2019	728	Firm change after gap	Other
KIBBLE & PRENTICE HOLDING COMPANY	USI ADVISORS	May 1, 2017	Apr 27, 2017	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
127672:108113:WA:2017-05-01	May 1, 2017	Apr 27, 2017	SEATTLE, WA	Firm change

Relationships

Registered with (5)

→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: current employment
Apr 1, 2025 to presentfactForm ADV
→ CAPSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 8, 2022 to Feb 11, 2025factForm ADV
→ EK RILEY INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 6, 2019 to Oct 9, 2020factForm ADV
→ USI ADVISORSRegistered adviserregistration: previous registration
Apr 27, 2017 to Nov 8, 2017factForm ADV
→ KIBBLE & PRENTICE HOLDING COMPANYRegistered adviserregistration: previous registration
Sep 23, 2005 to May 1, 2017factForm ADV

Dated events

Occurred
Feb 11, 2025
Advisor changed firm
Kyle Jay Russell left Capstone Wealth Advisors, Llc for Global Retirement Partners Llc (registered 2025-04-01)
Form ADVobserved 6 days ago