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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Moon Township, PA
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 4, 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 9, 2022 | no | MOON TOWNSHIP, PA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jul 21, 2010 | Mar 1, 2017 | no | MOON TOWNSHIP, PA|PITTSBURGH, PA|PITTSBURG, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | GLOBAL RETIREMENT PARTNERS LLC | May 9, 2022 | May 4, 2022 | -5 | 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 9, 2022 | May 4, 2022 | MOON TOWNSHIP, PA | Firm change |
| 8032:149018:PA:2017-03-01 | Mar 1, 2017 | Mar 9, 2017 | PITTSBURG, PA | Firm change |