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RIA / WealthAdvisor35 years in industry

WESLEY ALLAN CLARK

Advisor at GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, CA | SAN RAMON, CA

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Search this name across graphsid dfx:ria:a95143bc-29dd-18bd-ee72-7d06a52ee490

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2001 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: 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 20, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Sep 20, 1991
First registration: Jul 31, 2001
Dual registered: no
IAPD individual key: 2163571

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
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Sep 16, 2014	n/a	yes	SAN RAMON, CA\|SAN RAFAEL, CA	Current employment
FINANCIAL TELESIS, INC.	Former SEC adviser	May 13, 2008	Nov 17, 2014	no	SAN RAFAEL, CA\|SAN RAMON, CA\|SAN RAFAEL, CA	Previous registration
RETIREMENT PLAN SOLUTIONS	n/a	Apr 14, 2004	Jun 6, 2008	no	WALNUT CREEK, CA	Previous registration
ROUND HILL SECURITIES, INC.	n/a	Feb 25, 2004	Jun 1, 2004	no	WALNUT CREEK, CA	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	Aug 26, 2003	Apr 2, 2004	no	WALNUT CREEK, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jul 31, 2001	Sep 15, 2003	no	WALNUT CREEK, CA	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
FINANCIAL TELESIS, INC.	GLOBAL RETIREMENT PARTNERS LLC	Nov 17, 2014	Sep 16, 2014	-62	Firm change after gap	Other
RETIREMENT PLAN SOLUTIONS	FINANCIAL TELESIS, INC.	Jun 6, 2008	May 13, 2008	-24	Firm change	Other
ROUND HILL SECURITIES, INC.	RETIREMENT PLAN SOLUTIONS	Jun 1, 2004	Apr 14, 2004	-48	Firm change after gap	Other
FIRST ALLIED SECURITIES, INC.	ROUND HILL SECURITIES, INC.	Apr 2, 2004	Feb 25, 2004	-37	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	FIRST ALLIED SECURITIES, INC.	Sep 15, 2003	Aug 26, 2003	-20	Firm change	Other

Relationships

Registered with (6)

→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: current employment
Sep 16, 2014 to presentfactForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
May 13, 2008 to Nov 17, 2014factForm ADV
→ RETIREMENT PLAN SOLUTIONSRegistered adviserregistration: previous registration
Apr 14, 2004 to Jun 6, 2008factForm ADV
→ ROUND HILL SECURITIES, INC.Registered adviserregistration: previous registration
Feb 25, 2004 to Jun 1, 2004factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
Aug 26, 2003 to Apr 2, 2004factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jul 31, 2001 to Sep 15, 2003factForm ADV

Dated events

No dated event names this entity yet.