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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Santa Barbara, CA | 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 17, 2022 | n/a | yes | SAN RAFAEL, CA|Santa Barbara, CA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 2, 2021 | Jun 1, 2022 | no | Santa Barbara, CA | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Dec 18, 2018 | Oct 20, 2021 | no | Tacoma, WA|GREENWOOD VILLAGE, CO|REDLANDS, CA | Previous registration |
| PORTFOLIO STRATEGIES INC | Independent wealth | Apr 10, 2006 | Nov 6, 2007 | no | TACOMA, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Jun 1, 2022 | May 17, 2022 | -15 | Firm change | Other |
| EMPOWER ADVISORY GROUP, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 20, 2021 | Nov 2, 2021 | 13 | Firm change | Other |
| PORTFOLIO STRATEGIES INC | EMPOWER ADVISORY GROUP, LLC | Nov 6, 2007 | Dec 18, 2018 | 4,060 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:172011:CA:2022-06-01 | Jun 1, 2022 | May 17, 2022 | SANTA BARBARA, CA | Firm change |