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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | AUSTIN, TX | Scottsdale, AZ
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 |
|---|---|---|---|---|---|---|
| HUB INVESTMENT PARTNERS, LLC | Independent wealth | Aug 6, 2025 | n/a | yes | AUSTIN, TX|Scottsdale, AZ | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Jun 9, 2022 | n/a | yes | Scottsdale, AZ|SAN RAFAEL, CA | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 16, 2011 | Oct 17, 2011 | no | SCOTTSDALE, AZ | Previous registration |
| WEALTHPLAN ADVISORS, LLC | Former SEC adviser | Jan 13, 2011 | Feb 7, 2023 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHPLAN ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 7, 2023 | Mar 16, 2011 | -4,346 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | GLOBAL RETIREMENT PARTNERS LLC | Oct 17, 2011 | Jun 9, 2022 | 3,888 | Firm change after gap | Other |