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

Zachary Joseph Wielgoszinski

Global Retirement Partners LLCinstitutionalSan Rafael, Ca dual registrantIAPD 6160455

Feed of 09/15/2026

Also filed as Zachary Wielgoszinski

At current firm

0 y

since Sep 1, 2026

In the industry

18 y

since Jun 1, 2008 (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 Sep 1, 2026 · South Portland, Me
Commonwealth Financial Network national BD
May 16, 2022 to Sep 8, 2026 · Cumberland Foreside, Me
Morgan Stanley wirehouse
May 28, 2020 to Apr 28, 2022 · Portland, Me
Cetera Advisors LLC former
Jan 22, 2019 to May 7, 2020 · South Portland, Me
Strategic Advisers LLC national BD
Oct 19, 2017 to Feb 26, 2018 · Merrimack, Nh

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Global Retirement Partners LLC
left Sep 8, 2026, registered Sep 1, 2026 (-7 days) · Other · moved with a team
Morgan Stanley to Commonwealth Financial Network
left Apr 28, 2022, registered May 16, 2022 (18 days) · Wirehouse to affiliated broker-dealer or bank
Cetera Advisors LLC to Morgan Stanley
left May 7, 2020, registered May 28, 2020 (21 days) · Affiliated broker-dealer or bank to wirehouse
Strategic Advisers LLC to Cetera Advisors LLC
left Feb 26, 2018, registered Jan 22, 2019 (330 days) · Affiliated broker-dealer or bank to another

Signals

Zachary Joseph Wielgoszinski left Commonwealth Financial Network for Global Retirement Partners Llc (registered 2026-09-01)
Sep 8, 2026 · Advisor changed firm · fact
Zachary Joseph Wielgoszinski left Morgan Stanley for Commonwealth Financial Network (registered 2022-05-16)
Apr 28, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address