DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Northbrook, IL | NORTHBROOK, IL
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 | Sep 13, 2018 | n/a | yes | Northbrook, IL|SAN RAFAEL, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 12, 2013 | n/a | yes | NORTHBROOK, IL | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jan 19, 2011 | Sep 19, 2018 | no | CHICAGO, IL|NORTHBROOK, IL|Northbrook, IL | Previous registration |
| STERLING PORTFOLIO ALLOCATION SERVICE INC | n/a | Jun 7, 2002 | Dec 31, 2003 | no | ITASCA, IL | Previous registration |
| WATERSTONE FINANCIAL GROUP, INC. | n/a | Jun 7, 2002 | Sep 8, 2009 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | LPL FINANCIAL LLC | Sep 19, 2018 | Jun 12, 2013 | -1,925 | Firm change after gap | Other |
| WATERSTONE FINANCIAL GROUP, INC. | INDEPENDENT FINANCIAL PARTNERS | Sep 8, 2009 | Jan 19, 2011 | 498 | Firm change after gap | Other |
| STERLING PORTFOLIO ALLOCATION SERVICE INC | WATERSTONE FINANCIAL GROUP, INC. | Dec 31, 2003 | Jun 7, 2002 | -572 | Firm change after gap | Other |