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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Horsham, PA
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 | Aug 24, 2026 | n/a | yes | SAN RAFAEL, CA|Horsham, PA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Mar 29, 2019 | Jul 17, 2024 | no | Ft. Washington, PA|SAN RAFAEL, CA | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Feb 24, 2012 | Apr 3, 2019 | no | FORT WASHINGTON, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 31, 2012 | Oct 6, 2020 | no | BLUE BELL, PA|FT WASHINGTON, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | INDEPENDENT FINANCIAL PARTNERS | Oct 6, 2020 | Feb 24, 2012 | -3,147 | Firm change after gap | Other |
| INDEPENDENT FINANCIAL PARTNERS | GLOBAL RETIREMENT PARTNERS LLC | Apr 3, 2019 | Mar 29, 2019 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:172011:PA:2019-04-03 | Apr 3, 2019 | Mar 29, 2019 | FORT WASHINGTON, PA | Firm change |