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

Maryam Alyce Houston

Global Retirement Partners LLCinstitutionalSan Rafael, Ca IA-onlyIAPD 4549902

Feed of 09/14/2026

Also filed as Maryam Alyce Baca

At current firm

1 y

since Sep 19, 2024

In the industry

13 y

since Sep 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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 Sep 19, 2024 · San Rafael, Ca
Earned Wealth former
Jun 22, 2022 to Dec 26, 2023 · New York, Ny
Good Life Advisors, LLC independent RIA
Sep 7, 2021 to Feb 16, 2022 · Celebration, Fl
Level Four Capital Management independent RIA
Nov 23, 2019 to Feb 15, 2022 · Plano, Tx
Level Four Advisory Services BD affiliated
Mar 5, 2015 to Feb 15, 2022 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

Earned Wealth to Global Retirement Partners LLC
left Dec 26, 2023, registered Sep 19, 2024 (268 days) · Other
Good Life Advisors, LLC to Earned Wealth
left Feb 16, 2022, registered Jun 22, 2022 (126 days) · RIA to RIA
Level Four Advisory Services to Level Four Capital Management
left Feb 15, 2022, registered Nov 23, 2019 (-815 days) · Affiliated broker-dealer or bank to independent RIA
Level Four Capital Management to Good Life Advisors, LLC
left Feb 15, 2022, registered Sep 7, 2021 (-161 days) · RIA to RIA

Signals

Maryam Alyce Houston left Earned Wealth for Global Retirement Partners Llc (registered 2024-09-19)
Dec 26, 2023 · Advisor changed firm · fact
Maryam Alyce Houston left Good Life Advisors, Llc for Earned Wealth (registered 2022-06-22)
Feb 16, 2022 · Advisor changed firm · fact
Maryam Alyce Houston left Level Four Capital Management for Good Life Advisors, Llc (registered 2021-09-07)
Feb 15, 2022 · Advisor changed firm · fact
Maryam Alyce Houston left Level Four Advisory Services for Level Four Capital Management (registered 2019-11-23)
Feb 15, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address