DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mitchell Mark Perara

Global Retirement Partners LLCinstitutionalPasadena, Ca IA-onlyIAPD 2070914

Feed of 09/14/2026

Also filed as Mark Christian

At current firm

0 y

since Jun 23, 2026

In the industry

35 y

since Oct 2, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Global Retirement Partners LLC institutional current
since Jun 23, 2026 · Pasadena, Ca
LPL Financial LLC BD affiliated
Feb 14, 2018 to May 17, 2026 · Pasadena, Ca
Invest Financial Corporation former
Nov 18, 2014 to Feb 14, 2018 · Pasadena, Ca
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Oct 9, 2014 · Thousand Oaks, Ca
Chase Investment Services Corp. former
May 2, 2009 to Oct 1, 2012 · Los Angeles, Ca
Wamu Investments, Inc. unclassified
Jul 17, 2008 to May 2, 2009 · Santa Monica, Ca
UBS Financial Services Inc. wirehouse
Jun 27, 2006 to Apr 14, 2008 · Beverly Hills, Ca
Ameriprise Financial Services, LLC national BD
Sep 24, 2002 to Jan 30, 2003 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Global Retirement Partners LLC
left May 17, 2026, registered Jun 23, 2026 (37 days) · Other
Invest Financial Corporation to LPL Financial LLC
left Feb 14, 2018, registered Feb 14, 2018 (0 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to Invest Financial Corporation
left Oct 9, 2014, registered Nov 18, 2014 (40 days) · Other
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Wamu Investments, Inc. to Chase Investment Services Corp.
left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
UBS Financial Services Inc. to Wamu Investments, Inc.
left Apr 14, 2008, registered Jul 17, 2008 (94 days) · Other
Ameriprise Financial Services, LLC to UBS Financial Services Inc.
left Jan 30, 2003, registered Jun 27, 2006 (1244 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Mitchell Mark Perara left Lpl Financial Llc for Global Retirement Partners Llc (registered 2026-06-23)
May 17, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address