DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

KYLEE ERIN HALL

Advisor at TRUEPLAN BENEFIT AND RETIREMENT ADVISORS

RENSSELAER, NY | Torrington, CT

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:a39708fe-25fe-d4f4-81cb-72727c6cd80e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 15, 2007 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: TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
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: May 15, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 23, 2013
First registration: May 15, 2007
Dual registered: yes, broker-dealer
Other names: KYLEE E HALL|Kylee Erin Hall|KYLEE ERIN BRUNO
IAPD individual key: 5155508

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
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS	Institutional manager	May 1, 2024	n/a	yes	Torrington, CT\|RENSSELAER, NY	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Jan 17, 2020	Mar 20, 2024	no	SAN RAFAEL, CA\|Pearl River, NY	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 6, 2015	Oct 23, 2017	no	PEARL RIVER, NY	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Aug 26, 2013	May 1, 2015	no	PEARL RIVER, NY	Previous registration
NRP ADVISORS, INC.	n/a	Nov 30, 2007	Dec 1, 2010	no	PEARL RIVER, NY	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	May 15, 2007	Dec 6, 2007	no	PARSIPPANY, NJ\|PURCHASE, NY	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
GLOBAL RETIREMENT PARTNERS LLC	TRUEPLAN BENEFIT AND RETIREMENT ADVISORS	Mar 20, 2024	May 1, 2024	42	Firm change	Other
INDEPENDENT FINANCIAL PARTNERS	GLOBAL RETIREMENT PARTNERS LLC	May 1, 2015	Apr 6, 2015	-25	Firm change	Other
NRP ADVISORS, INC.	INDEPENDENT FINANCIAL PARTNERS	Dec 1, 2010	Aug 26, 2013	999	Bulk transfer	Other
PRINCIPAL SECURITIES, INC.	NRP ADVISORS, INC.	Dec 6, 2007	Nov 30, 2007	-6	Firm change	Other

Relationships

Registered with (5)

→ TRUEPLAN BENEFIT AND RETIREMENT ADVISORSRegistered adviserregistration: current employment
May 1, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Jan 17, 2020 to Mar 20, 2024factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Aug 26, 2013 to May 1, 2015factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Nov 30, 2007 to Dec 1, 2010factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
May 15, 2007 to Dec 6, 2007factForm ADV

Dated events

Occurred
Mar 20, 2024
Advisor changed firm
Kylee Erin Hall left Global Retirement Partners Llc for Trueplan Benefit And Retirement Advisors (registered 2024-05-01)
Form ADVobserved 6 days ago