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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

COLIN MERRILL CLARK

Advisor at GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, CA | MCLEAN, VA

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Search this name across graphsid dfx:ria:ad2cb8e0-041b-debe-48c6-db4d6a1bbb18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 4, 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: 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: Jun 30, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Jun 30, 2005
First registration: Jun 4, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 2849937

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	Nov 16, 2015	n/a	yes	MCLEAN, VA\|SAN RAFAEL, CA	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 31, 2010	Dec 5, 2012	no	MCLEAN, VA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Nov 24, 2008	Sep 23, 2010	no	LEESBURG, VA\|SAN RAFAEL, CA	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jun 4, 2007	Nov 24, 2008	no	LEESBURG, VA	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
MML INVESTORS SERVICES, LLC	GLOBAL RETIREMENT PARTNERS LLC	Dec 5, 2012	Nov 16, 2015	1,076	Firm change after gap	Other
FINANCIAL TELESIS, INC.	MML INVESTORS SERVICES, LLC	Sep 23, 2010	Aug 31, 2010	-23	Firm change	Other
PRINCIPAL SECURITIES, INC.	FINANCIAL TELESIS, INC.	Nov 24, 2008	Nov 24, 2008	0	Firm change	Other

Relationships

Registered with (4)

→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: current employment
Nov 16, 2015 to presentfactForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 31, 2010 to Dec 5, 2012factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Nov 24, 2008 to Sep 23, 2010factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jun 4, 2007 to Nov 24, 2008factForm ADV

Dated events

No dated event names this entity yet.