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.

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

Sep 2, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S63|S65

First exam

Sep 2, 1994

First registration

May 30, 2008

Dual registered

no

Other names

KAREN ANN LEWIS|Karen Lewis McCloskey|Karen Lewis McCloskey|KAREN LEWIS MCCLOSKEY, AIF

IAPD individual key

2502226

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ad6006f-e156-4196-21a5-0970c7bd671b

First observed

May 30, 2008

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.