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Advisor at GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA | Irvine, 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 | Mar 31, 2026 | n/a | yes | SAN RAFAEL, CA|Irvine, CA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2023 | Dec 7, 2023 | no | IRVINE, CA|NEWPORT BEACH, CA | Previous registration |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Institutional manager | Oct 11, 2020 | Apr 2, 2026 | no | Irvine, CA|Irving, CA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Aug 11, 2020 | Jun 29, 2023 | no | IRVINE, CA|NEWPORT BEACH, CA | Previous registration |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 18, 2016 | Jun 17, 2020 | no | Newport Beach, CA|Irvine, CA|AUSTIN, TX | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jun 24, 2015 | Sep 22, 2016 | no | Newport Beach, CA|IRVINE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | CETERA INVESTMENT ADVISERS LLC | Apr 2, 2026 | Jun 29, 2023 | -1,008 | Firm change after gap | Other |
| CETERA INVESTMENT ADVISERS LLC | GLOBAL RETIREMENT PARTNERS LLC | Dec 7, 2023 | Mar 31, 2026 | 845 | Firm change after gap | Other |
| CETERA ADVISOR NETWORKS LLC | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Jun 29, 2023 | Oct 11, 2020 | -991 | Firm change after gap | Other |
| KESTRA ADVISORY SERVICES, LLC | CETERA ADVISOR NETWORKS LLC | Jun 17, 2020 | Aug 11, 2020 | 55 | Firm change | Ibd to ibd |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 18, 2016 | -157 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 13572:126777:CA:2023-06-29 | Jun 29, 2023 | Oct 11, 2020 | NEWPORT BEACH, CA | Firm change after gap |