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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Mansfield, MA
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 | Jun 17, 2016 | n/a | yes | Mansfield, MA|SAN RAFAEL, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 1, 2016 | Jul 21, 2016 | no | MANSFIELD, MA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Mar 10, 2006 | Dec 31, 2006 | no | QUINCY, MA|QUINCY, MA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jan 7, 2005 | Jan 19, 2006 | no | WALTHAM, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | GLOBAL RETIREMENT PARTNERS LLC | Jul 21, 2016 | Jun 17, 2016 | -34 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | LPL FINANCIAL LLC | Dec 31, 2006 | Mar 1, 2016 | 3,348 | Firm change after gap | Other |
| PRINCIPAL SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | Jan 19, 2006 | Mar 10, 2006 | 50 | Firm change | Other |