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

Joseph Valenza

Global Retirement Partners LLCinstitutionalFt. Lauderdale, Fl dual registrantIAPD 6106136

Feed of 09/14/2026

Also filed as Joseph Valenza

At current firm

0 y

since Mar 2, 2026

In the industry

12 y

since Nov 30, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, 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 Mar 2, 2026 · Ft. Lauderdale, Fl
Prosperity - An Eisneramper Company independent RIA
Nov 15, 2023 to Oct 24, 2025 · Sunrise, Fl
Eisneramper Wealth Management & Corporate Benefits, LLC former
Sep 1, 2022 to Nov 15, 2023 · Iselin, Nj
Commonwealth Financial Network national BD
Jul 5, 2016 to Sep 12, 2022 · Merchantville, Nj

Moves

a registration end followed by a registration begin elsewhere

Prosperity - An Eisneramper Company to Global Retirement Partners LLC
left Oct 24, 2025, registered Mar 2, 2026 (129 days) · Other
Eisneramper Wealth Management & Corporate Benefits, LLC to Prosperity - An Eisneramper Company
left Nov 15, 2023, registered Nov 15, 2023 (0 days) · RIA to RIA · moved with a team
Commonwealth Financial Network to Eisneramper Wealth Management & Corporate Benefits, LLC
left Sep 12, 2022, registered Sep 1, 2022 (-11 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team

Signals

Joseph Valenza left Prosperity - An Eisneramper Company for Global Retirement Partners Llc (registered 2026-03-02)
Oct 24, 2025 · Advisor changed firm · fact
Joseph Valenza left Eisneramper Wealth Management & Corporate Benefits, Llc for Prosperity - An Eisneramper Company (registered 2023-11-15)
Nov 15, 2023 · Advisor changed firm · fact
Joseph Valenza left Commonwealth Financial Network for Eisneramper Wealth Management & Corporate Benefits, Llc (registered 2022-09-01)
Sep 12, 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address