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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Mercer Island, WA | SAN RAFAEL, CA
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 | Oct 31, 2018 | n/a | yes | Mercer Island, WA|SAN RAFAEL, CA | Current employment |
| USI ADVISORS | Institutional manager | Apr 27, 2017 | Jul 2, 2018 | no | Seattle, WA | Previous registration |
| KIBBLE & PRENTICE HOLDING COMPANY | Former SEC adviser | May 11, 2012 | May 1, 2017 | no | SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USI ADVISORS | GLOBAL RETIREMENT PARTNERS LLC | Jul 2, 2018 | Oct 31, 2018 | 121 | Firm change | Other |
| KIBBLE & PRENTICE HOLDING COMPANY | USI ADVISORS | May 1, 2017 | Apr 27, 2017 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127672:108113:WA:2017-05-01 | May 1, 2017 | Apr 27, 2017 | SEATTLE, WA | Firm change |