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.

Advisor moves

Departures from Global Retirement Partners LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Dennis Michael LeahyGlobal Retirement Partners LLC institutionalLPL Financial LLC independent RIAOtherAug 4, 2026Aug 20, 2018
Sarah HornGlobal Retirement Partners LLC institutionalCharles Schwab & Co., Inc. national BDOtherJul 20, 2026Jul 29, 2026
Christie Cheng ScottGlobal Retirement Partners LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherJul 15, 2026Aug 31, 2026 (47 d)
Steven Robert ScottGlobal Retirement Partners LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherJul 14, 2026Jul 7, 2026
Judy I GutierrezGlobal Retirement Partners LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherJul 14, 2026Sep 2, 2026 (50 d)
Christopher Phillips UnderwoodGlobal Retirement Partners LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherJul 8, 2026Aug 31, 2026 (54 d)
Kevin Andrew DelaneyGlobal Retirement Partners LLC institutionalRetirement And Wealth At Alliant, LLC institutionalOtherJul 8, 2026Sep 2, 2026 (56 d)
Tyler Edward SchultzGlobal Retirement Partners LLC institutionalIntellicents Investment Solutions Inc mixed wealthOtherJun 4, 2026Jun 1, 2026
Christie Anna ThomasGlobal Retirement Partners LLC institutionalGeneos Wealth Management, Inc. BD affiliatedOtherJun 4, 2026Jun 2, 2026
Craig Stephen KorolGlobal Retirement Partners LLC institutionalLPL Financial LLC independent RIAOtherJun 1, 2026Dec 13, 2017
Matthew Reed WalterGlobal Retirement Partners LLC institutionalIntellicents Investment Solutions Inc mixed wealthOtherJun 1, 2026Jun 1, 2026
Jeffrey YauGlobal Retirement Partners LLC institutionalEmpower Advisory Group, LLC BD affiliatedOtherApr 18, 2026Jul 15, 2026 (88 d)
Jennifer Anne GageGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC institutionalOtherApr 15, 2026Apr 2, 2026
Christina Marie GageGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC institutionalOtherApr 15, 2026Apr 2, 2026
Caroline A MacomberGlobal Retirement Partners LLC institutionalWealthspire Retirement Advisory institutionalOtherMar 1, 2026May 28, 2026 (88 d)
Christopher Robin HendersonGlobal Retirement Partners LLC institutionalTlg Advisors, Inc. BD affiliatedOtherFeb 4, 2026Feb 5, 2026
Teresa Jay DigregorioGlobal Retirement Partners LLC institutionalHub Investment Partners, LLC independent RIAOtherJan 12, 2026Aug 6, 2025
Chad Keith ButlerGlobal Retirement Partners LLC institutionalHarvest Lane Investment Partners, LLC. state registeredOtherJan 5, 2026Feb 23, 2026 (49 d)
Ryan Lewis MaddexGlobal Retirement Partners LLC institutionalMariner BD affiliatedOtherDec 23, 2025Jan 30, 2026 (38 d)
Phillip Anthony BrunsonGlobal Retirement Partners LLC institutionalJ.P. Morgan Securities LLC wirehouseOtherDec 23, 2025Aug 17, 2026 (237 d)
Kathleen Ann NilssonGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 6, 2025Oct 2, 2025
Douglas IgelGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 6, 2025Oct 1, 2025
Kristina Pauline KeckGlobal Retirement Partners LLC institutionalLPL Financial LLC BD affiliatedOtherOct 6, 2025May 12, 2023
Elizabeth Ann WinslettGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 6, 2025Oct 1, 2025
Jennifer Rose SchuesslerGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 3, 2025Aug 19, 2025
Ras Emerson SmithGlobal Retirement Partners LLC institutionalMma Securities LLC no RAUMOtherSep 10, 2025Sep 24, 2025
David BartlettGlobal Retirement Partners LLC institutionalBuck Wealth Strategies, LLC independent RIAOtherSep 10, 2025Aug 18, 2025
Brad Damian MarzanoGlobal Retirement Partners LLC institutionalVoya Retirement Advisors, LLC otherOtherAug 28, 2025Sep 25, 2025
William Christopher HawkinsGlobal Retirement Partners LLC institutionalLPL Financial LLC BD affiliatedOtherAug 19, 2025Aug 18, 2025
Corey TiltonGlobal Retirement Partners LLC institutionalStrategic Advisers LLC national BDOtherAug 18, 2025Dec 18, 2025 (122 d)
Patterson James MckinlayGlobal Retirement Partners LLC institutionalBuck Wealth Strategies, LLC independent RIAOtherAug 15, 2025Aug 18, 2025
Cynthia HodgesGlobal Retirement Partners LLC institutionalBuck Wealth Strategies, LLC independent RIAOtherAug 15, 2025Aug 18, 2025
Thomas David LittleGlobal Retirement Partners LLC institutionalYeti Wealth Management Group, LLC state registeredOtherAug 15, 2025Nov 4, 2025 (81 d)
Samara Hanson VellooGlobal Retirement Partners LLC institutionalMorgan Stanley wirehouseOtherJul 30, 2025Jul 24, 2025
William Joseph MillicoGlobal Retirement Partners LLC institutionalLPL Financial LLC BD affiliatedOtherJun 12, 2025Nov 14, 2024
R Scott NichollsGlobal Retirement Partners LLC institutionalCbiz Investment Advisory Services, LLC institutionalOtherJun 6, 2025Jun 17, 2025
Joseph Anthony CravottaGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Megan WarzinskiGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Christopher Jay SecurcherGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Anthony J BaroneGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Benjamin Eric RathfonGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
John Michael KirkpatrickGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Tiffany Marie BenigniGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Kevin BoveGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Roblyn Marie KellyGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Daniel Walker GrealishGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Austin William KriseGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Craig Thomas YochumGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Jack Patrick RyanGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Joseph Michael KellyGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 6, 2025
Gabriel AntoniGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Sierra ChristianGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Michael Gerald J ParsonsGlobal Retirement Partners LLC institutionalJfs Wealth Advisors, LLC independent RIAOtherFeb 11, 2025Jan 24, 2025
Benjamin Anthony WassonGlobal Retirement Partners LLC institutionalUnique Wealth, LLC independent RIAOtherFeb 10, 2025Nov 25, 2024
Mariam Sherilyn Saboori ShamlowGlobal Retirement Partners LLC institutionalFermata Advisors independent RIAOtherJan 10, 2025Jan 1, 2026 (356 d)
Daniel Antonio TorresGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC otherOtherJan 9, 2025Dec 6, 2024
Joseph Patrick KerriganGlobal Retirement Partners LLC institutionalWellth Advisory Services, LLC otherOtherJan 9, 2025Dec 13, 2024
Robyn Jo RepettiGlobal Retirement Partners LLC institutionalAlera Investment Advisors, LLC mixed wealthOtherDec 25, 2024Jan 8, 2025
Doug Michael O'RearGlobal Retirement Partners LLC institutionalCreative Planning Institutional Advisors, LLC institutionalOtherDec 4, 2024Dec 2, 2024
Dbie Anna JohnsonGlobal Retirement Partners LLC institutionalAlera Investment Advisors, LLC mixed wealthOtherNov 1, 2024Aug 5, 2024
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171 moves match.