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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Naples, FL | SAN RAFAEL, CA | South Portland, ME
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 1, 2026 | n/a | yes | Naples, FL|South Portland, ME|SAN RAFAEL, CA | Current employment |
| NORTON FINANCIAL SERVICES, INC. | n/a | Oct 1, 2002 | Mar 16, 2007 | no | SOUTH PORTLAND, ME | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Oct 1, 2002 | Sep 8, 2026 | no | SOUTH PORTLAND, ME|CUMBERLAND FORESIDE, ME|Naples, FL|Yarmouth, ME|South Portland, ME | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | GLOBAL RETIREMENT PARTNERS LLC | Sep 8, 2026 | Sep 1, 2026 | -7 | Firm change | Other |
| NORTON FINANCIAL SERVICES, INC. | COMMONWEALTH FINANCIAL NETWORK | Mar 16, 2007 | Oct 1, 2002 | -1,627 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:172011:ME:2026-09-08 | Sep 8, 2026 | Sep 1, 2026 | YARMOUTH, ME | Firm change |