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Advisor at GLOBAL RETIREMENT PARTNERS LLC
Walnut Creek, CA | SAN RAFAEL, CA
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 | Jan 12, 2015 | n/a | yes | Walnut Creek, CA|SAN RAFAEL, CA | Current employment |
| HEFFERNAN INVESTMENT ADVISORS, INC. | Former SEC adviser | Jan 17, 2014 | Jan 13, 2017 | no | SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HEFFERNAN INVESTMENT ADVISORS, INC. | GLOBAL RETIREMENT PARTNERS LLC | Jan 13, 2017 | Jan 12, 2015 | -732 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118369:172011:CA:2017-01-13 | Jan 13, 2017 | Jan 12, 2015 | SAN FRANCISCO, CA | Firm change after gap |