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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

JEREMY ROBERT WEITH

Advisor at GLOBAL RETIREMENT PARTNERS LLC

Milwaukee, WI | SAN RAFAEL, CA

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Search this name across graphsid dfx:ria:b052d2b5-807a-7c8a-f40b-61097dcb4215

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2006 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: Apr 4, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 4, 2006
First registration: Apr 24, 2006
Dual registered: yes, broker-dealer
Other names: JEREMY WEITH
IAPD individual key: 4938187

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	Jul 1, 2021	n/a	yes	SAN RAFAEL, CA\|Milwaukee, WI	Current employment
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY	Former SEC adviser	Sep 20, 2018	Oct 25, 2022	no	Milwuakee, WI\|NORTHBROOK, IL	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Oct 19, 2010	Dec 31, 2018	no	NORTHBROOK, IL	Previous registration
SHERIDAN ROAD ADVISORS, LLC	n/a	Sep 29, 2010	Dec 31, 2010	no	NORTHBROOK, IL	Previous registration
NRP ADVISORS, INC.	n/a	Mar 3, 2008	Dec 1, 2010	no	NORTHBROOK, IL	Previous registration
NRP FINANCIAL, INC.	n/a	Dec 12, 2006	Oct 15, 2008	no	NORTHBROOK, IL\|BRYAN, OH\|NORTHBROOK, IL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 24, 2006	Dec 12, 2006	no	NORTHBROOK, IL\|NORTHBROOK, IL	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
SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY	GLOBAL RETIREMENT PARTNERS LLC	Oct 25, 2022	Jul 1, 2021	-481	Channel change	Other
INDEPENDENT FINANCIAL PARTNERS	SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY	Dec 31, 2018	Sep 20, 2018	-102	Firm change after gap	Ibd to new firm
SHERIDAN ROAD ADVISORS, LLC	INDEPENDENT FINANCIAL PARTNERS	Dec 31, 2010	Oct 19, 2010	-73	Firm change after gap	Other
NRP ADVISORS, INC.	SHERIDAN ROAD ADVISORS, LLC	Dec 1, 2010	Sep 29, 2010	-63	Firm change after gap	Other
NRP FINANCIAL, INC.	NRP ADVISORS, INC.	Oct 15, 2008	Mar 3, 2008	-226	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	NRP FINANCIAL, INC.	Dec 12, 2006	Dec 12, 2006	0	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
293807:172011:IL:2022-10-11	Oct 25, 2022	Jul 1, 2021	NORTHBROOK, IL	Firm change after gap
125112:293807:IL:2018-12-31	Dec 31, 2018	Sep 20, 2018	NORTHBROOK, IL	Firm change after gap

Relationships

Registered with (7)

→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV
→ SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANYRegistered adviserregistration: previous registration
Sep 20, 2018 to Oct 25, 2022factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Oct 19, 2010 to Dec 31, 2018factForm ADV
→ SHERIDAN ROAD ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 29, 2010 to Dec 31, 2010factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Mar 3, 2008 to Dec 1, 2010factForm ADV
→ NRP FINANCIAL, INC.Registered adviserregistration: previous registration
Dec 12, 2006 to Oct 15, 2008factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 24, 2006 to Dec 12, 2006factForm ADV

Dated events

No dated event names this entity yet.