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

Michael Stuart Rankin

Global Retirement Partners LLCinstitutionalSan Rafael, Ca IA-onlyIAPD 2544103

Feed of 09/15/2026

Also filed as Mike Rankin

At current firm

0 y

since Mar 31, 2026

In the industry

31 y

since Sep 29, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 Mar 31, 2026 · San Rafael, Ca
Cetera Investment Advisers LLC BD affiliated
Jun 29, 2023 to Dec 7, 2023 · Irvine, Ca
Creative Planning Institutional Advisors, LLC institutional
Oct 11, 2020 to Apr 2, 2026 · Irvine, Ca
Cetera Advisor Networks LLC former
Aug 11, 2020 to Jun 29, 2023 · Irvine, Ca
Kestra Advisory Services, LLC BD affiliated
Apr 18, 2016 to Jun 17, 2020 · Newport Beach, Ca
Nfp Advisor Services, LLC former
Jun 24, 2015 to Sep 22, 2016 · Newport Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

Creative Planning Institutional Advisors, LLC to Cetera Investment Advisers LLC
left Apr 2, 2026, registered Jun 29, 2023 (-1008 days) · Other
Cetera Investment Advisers LLC to Global Retirement Partners LLC
left Dec 7, 2023, registered Mar 31, 2026 (845 days) · Other
Cetera Advisor Networks LLC to Creative Planning Institutional Advisors, LLC
left Jun 29, 2023, registered Oct 11, 2020 (-991 days) · Other · moved with a team
Kestra Advisory Services, LLC to Cetera Advisor Networks LLC
left Jun 17, 2020, registered Aug 11, 2020 (55 days) · Affiliated broker-dealer or bank to another
Nfp Advisor Services, LLC to Kestra Advisory Services, LLC
left Sep 22, 2016, registered Apr 18, 2016 (-157 days) · corporate re-registration, not a move

Signals

Michael Stuart Rankin left Creative Planning Institutional Advisors, Llc for Cetera Investment Advisers Llc (registered 2023-06-29)
Apr 2, 2026 · Advisor changed firm · fact
Michael Stuart Rankin left Cetera Investment Advisers Llc for Global Retirement Partners Llc (registered 2026-03-31)
Dec 7, 2023 · Advisor changed firm · fact
Michael Stuart Rankin left Cetera Advisor Networks Llc for Creative Planning Institutional Advisors, Llc (registered 2020-10-11)
Jun 29, 2023 · 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: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address