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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Frisco, TX
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 19, 2024 | n/a | yes | SAN RAFAEL, CA|Frisco, TX | Current employment |
| EARNED WEALTH | Former SEC adviser | Jun 22, 2022 | Dec 26, 2023 | no | NEW YORK, NY|Frisco, TX | Previous registration |
| GOOD LIFE ADVISORS, LLC | Independent wealth | Sep 7, 2021 | Feb 16, 2022 | no | CELEBRATION, FL|Dallas, TX | Previous registration |
| LEVEL FOUR CAPITAL MANAGEMENT | Independent wealth | Nov 23, 2019 | Feb 15, 2022 | no | Plano, TX|DALLAS, TX | Previous registration |
| LEVEL FOUR ADVISORY SERVICES | Bd affiliated wealth | Mar 5, 2015 | Feb 15, 2022 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EARNED WEALTH | GLOBAL RETIREMENT PARTNERS LLC | Dec 26, 2023 | Sep 19, 2024 | 268 | Firm change | Other |
| GOOD LIFE ADVISORS, LLC | EARNED WEALTH | Feb 16, 2022 | Jun 22, 2022 | 126 | Firm change | RIA to RIA |
| LEVEL FOUR ADVISORY SERVICES | LEVEL FOUR CAPITAL MANAGEMENT | Feb 15, 2022 | Nov 23, 2019 | -815 | Firm change after gap | Ibd to RIA |
| LEVEL FOUR CAPITAL MANAGEMENT | GOOD LIFE ADVISORS, LLC | Feb 15, 2022 | Sep 7, 2021 | -161 | Firm change after gap | RIA to RIA |