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Advisor at GLOBAL RETIREMENT PARTNERS LLC
HOBE SOUND, FL | Hobe Sound, FL | 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 | Jan 25, 2017 | n/a | yes | Hobe Sound, FL|SAN RAFAEL, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 30, 2013 | n/a | yes | HOBE SOUND, FL | Current employment |
| FINANCIAL TELESIS, INC. | Former SEC adviser | Jan 6, 2012 | Sep 4, 2013 | no | SAN RAFAEL, CA|CHARLOTTESVILLE, VA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jan 13, 2009 | Jan 4, 2012 | no | CHARLOTTESVILLE, VA|CHARLOTTESVILLE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL TELESIS, INC. | LPL FINANCIAL LLC | Sep 4, 2013 | Aug 30, 2013 | -5 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | FINANCIAL TELESIS, INC. | Jan 4, 2012 | Jan 6, 2012 | 2 | Firm change | Other |