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

Christopher Ryan Tooker

Global Retirement Partners LLCinstitutionalSan Rafael, Ca dual registrantIAPD 6388116

Certified Financial Planner

Feed of 09/14/2026

Also filed as Christopher Tooker

At current firm

0 y

since Apr 27, 2026

In the industry

12 y

since Aug 1, 2014 (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 Apr 27, 2026 · San Clemente, Ca
Hub Investment Partners, LLC independent RIA
Jan 6, 2026 to Apr 24, 2026 · Austin, Tx
Hub Investment Advisors, Inc former
Sep 9, 2024 to Mar 30, 2026 · Omaha, Ne
Cwm, LLC BD affiliated
Jan 23, 2023 to Jul 24, 2024 · Omaha, Ne
Northwestern Mutual Investment Services,LLC no RAUM
Mar 18, 2019 to Nov 3, 2022 · Omaha, Ne
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Nov 12, 2014 to Sep 28, 2018 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

Hub Investment Partners, LLC to Global Retirement Partners LLC
left Apr 24, 2026, registered Apr 27, 2026 (3 days) · Other
Hub Investment Advisors, Inc to Hub Investment Partners, LLC
left Mar 30, 2026, registered Jan 6, 2026 (-83 days) · Other · moved with a team
Cwm, LLC to Hub Investment Advisors, Inc
left Jul 24, 2024, registered Sep 9, 2024 (47 days) · Other
Northwestern Mutual Investment Services,LLC to Cwm, LLC
left Nov 3, 2022, registered Jan 23, 2023 (81 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Northwestern Mutual Investment Services,LLC
left Sep 28, 2018, registered Mar 18, 2019 (171 days) · Other

Signals

Christopher Ryan Tooker left Hub Investment Partners, Llc for Global Retirement Partners Llc (registered 2026-04-27)
Apr 24, 2026 · Advisor changed firm · fact
Christopher Ryan Tooker left Hub Investment Advisors, Inc for Hub Investment Partners, Llc (registered 2026-01-06)
Mar 30, 2026 · Advisor changed firm · fact
Christopher Ryan Tooker left Cwm, Llc for Hub Investment Advisors, Inc (registered 2024-09-09)
Jul 24, 2024 · Advisor changed firm · fact
Christopher Ryan Tooker left Northwestern Mutual Investment Services,Llc for Cwm, Llc (registered 2023-01-23)
Nov 3, 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