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

James Jacob Bartoszewicz

Global Retirement Partners LLCinstitutionalPittsburgh, Pa IA-onlyIAPD 2801043

Feed of 09/14/2026

Also filed as Jim Bartoszewicz

At current firm

4 y

since Dec 1, 2021

In the industry

29 y

since Dec 30, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, 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 Dec 1, 2021 · Pittsburgh, Pa
Fiducia Group, LLC former
Jan 23, 2009 to Mar 4, 2022 · Pittsburgh, Pa
Financial Telesis, Inc. former
Oct 31, 2007 to Jan 15, 2009 · San Rafael, Ca
Cowden Advisers, Inc. unclassified
Aug 1, 2005 to Oct 30, 2007 · Pittsburgh, Pa
Invesmart Advisors Inc unclassified
Dec 21, 2000 to Feb 28, 2005 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Fiducia Group, LLC to Global Retirement Partners LLC
left Mar 4, 2022, registered Dec 1, 2021 (-93 days) · Other · moved with a team
Financial Telesis, Inc. to Fiducia Group, LLC
left Jan 15, 2009, registered Jan 23, 2009 (8 days) · Other
Cowden Advisers, Inc. to Financial Telesis, Inc.
left Oct 30, 2007, registered Oct 31, 2007 (1 days) · Other
Invesmart Advisors Inc to Cowden Advisers, Inc.
left Feb 28, 2005, registered Aug 1, 2005 (154 days) · Other

Signals

James Jacob Bartoszewicz left Fiducia Group, Llc for Global Retirement Partners Llc (registered 2021-12-01)
Mar 4, 2022 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address