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RIA / WealthAdvisor12 years in industry

Samantha Kaufman

Advisor at GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, CA | AUSTIN, TX | Bethesda, MD

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:aeb38539-5a3b-2a95-3a49-91d6211417ad

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 28, 2022 to Sep 15, 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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 3
Exams: S65|S63
First exam: Nov 7, 2019
First registration: Feb 28, 2022
Dual registered: no
Other names: Samantha Forsythe
IAPD individual key: 7021968

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
HUB INVESTMENT PARTNERS, LLC	Independent wealth	Aug 6, 2026	n/a	yes	AUSTIN, TX\|Bethesda, MD	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Oct 31, 2023	n/a	yes	Bethesda, MD\|SAN RAFAEL, CA	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Oct 11, 2023	Oct 17, 2023	no	SAN RAFAEL, CA\|Bethesda, MD	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jul 18, 2023	Nov 1, 2023	no	BETHESDA, MD	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Feb 28, 2022	Jun 30, 2022	no	SYRACUSE, 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
COMMONWEALTH FINANCIAL NETWORK	GLOBAL RETIREMENT PARTNERS LLC	Nov 1, 2023	Oct 11, 2023	-21	Firm change	Other
EQUITABLE ADVISORS, LLC	COMMONWEALTH FINANCIAL NETWORK	Jun 30, 2022	Jul 18, 2023	383	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:172011:MD:2023-11-01	Nov 1, 2023	Oct 11, 2023	BETHESDA, MD	Firm change

Relationships

Registered with (4)

→ HUB INVESTMENT PARTNERS, LLCRegistered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Oct 11, 2023 to Oct 17, 2023factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jul 18, 2023 to Nov 1, 2023factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 28, 2022 to Jun 30, 2022factForm ADV

Dated events

Occurred
Nov 1, 2023
Advisor changed firm
Samantha Kaufman left Commonwealth Financial Network for Global Retirement Partners Llc (registered 2023-10-11)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Samantha Kaufman left Equitable Advisors, Llc for Commonwealth Financial Network (registered 2023-07-18)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aeb38539-5a3b-2a95-3a49-91d6211417ad
First observed: Feb 28, 2022
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Samantha Kaufman

Advisor at GLOBAL RETIREMENT PARTNERS LLC

SAN RAFAEL, CA | AUSTIN, TX | Bethesda, MD

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:aeb38539-5a3b-2a95-3a49-91d6211417ad

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HUB INVESTMENT PARTNERS, LLC

Independent wealth

Aug 6, 2026

n/a

yes

AUSTIN, TX|Bethesda, MD

Current employment

GLOBAL RETIREMENT PARTNERS LLC

Institutional manager

Oct 31, 2023

n/a

yes

Bethesda, MD|SAN RAFAEL, CA

Current employment

GLOBAL RETIREMENT PARTNERS LLC

Institutional manager

Oct 11, 2023

Oct 17, 2023

SAN RAFAEL, CA|Bethesda, MD

Previous registration

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Jul 18, 2023

Nov 1, 2023

BETHESDA, MD

Previous registration

EQUITABLE ADVISORS, LLC

National bd RIA

Feb 28, 2022

Jun 30, 2022

SYRACUSE, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COMMONWEALTH FINANCIAL NETWORK

GLOBAL RETIREMENT PARTNERS LLC

Nov 1, 2023

Oct 11, 2023

-21

Firm change

Other

EQUITABLE ADVISORS, LLC

COMMONWEALTH FINANCIAL NETWORK

Jun 30, 2022

Jul 18, 2023

383

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

8032:172011:MD:2023-11-01

Nov 1, 2023

Oct 11, 2023

BETHESDA, MD

Firm change