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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Moon Township, PA | 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 | May 3, 2022 | n/a | yes | Moon Township, PA|SAN RAFAEL, CA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 9, 2017 | May 23, 2022 | no | MOON TOWNSHIP, PA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 31, 2010 | Mar 1, 2017 | no | MOON TOWNSHIP, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | GLOBAL RETIREMENT PARTNERS LLC | May 23, 2022 | May 3, 2022 | -20 | Firm change | Other |
| COMMONWEALTH FINANCIAL NETWORK | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 1, 2017 | Mar 9, 2017 | 8 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:172011:PA:2022-05-09 | May 23, 2022 | May 3, 2022 | MOON TOWNSHIP, PA | Firm change |
| 8032:149018:PA:2017-03-01 | Mar 1, 2017 | Mar 9, 2017 | MOON TOWNSHIP, PA | Firm change |