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
Jeffrey Bruce AndersonGlobal Retirement Partners LLC institutionalAlera Investment Advisors, LLC mixed wealthOtherNov 1, 2024Aug 16, 2024
Christopher Donald MathysGlobal Retirement Partners LLC institutionalVoya Retirement Advisors, LLC otherOtherOct 17, 2024Jun 22, 2024
Brendon Paul CostaGlobal Retirement Partners LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherSep 10, 2024Jan 2, 2025 (114 d)
Connor Lee WassonGlobal Retirement Partners LLC institutionalUnique Wealth, LLC independent RIAOtherAug 8, 2024Aug 21, 2024
Thomas Frank MirraGlobal Retirement Partners LLC institutionalMai Capital Management, LLC independent RIAOtherJul 31, 2024Jul 31, 2024
Jeremy Joseph GerardyGlobal Retirement Partners LLC institutionalFriday Financial independent RIAOtherJul 23, 2024Aug 7, 2024
James Jason LafleurGlobal Retirement Partners LLC institutionalSentinel Pension Advisors, LLC. institutionalOtherJul 17, 2024Jun 25, 2024
Sarah Louise KrapecGlobal Retirement Partners LLC institutionalPrincipal Securities, Inc. BD affiliatedOtherJun 21, 2024Jul 12, 2024
Charles Phillips LangelandGlobal Retirement Partners LLC institutionalStifel, Nicolaus & Company, Incorporated national BDOtherJun 20, 2024Jun 17, 2024
Melissa A GeracimosGlobal Retirement Partners LLC institutionalCharles Schwab & Co., Inc. national BDOtherMay 21, 2024Jun 24, 2024 (34 d)
James Edward AdamsGlobal Retirement Partners LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherMay 17, 2024Feb 11, 2025 (270 d)
Abdiel EllisGlobal Retirement Partners LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherMay 17, 2024Feb 19, 2025 (278 d)
Kurt MihelichGlobal Retirement Partners LLC institutionalOarsman Capital, Inc independent RIAOtherMay 3, 2024Jun 12, 2024 (40 d)
Jayne Teresa DeutmeyerGlobal Retirement Partners LLC institutionalLPL Financial LLC independent RIAOtherMay 3, 2024Feb 22, 2023
William B BealeGlobal Retirement Partners LLC institutionalLPL Financial LLC otherOtherMay 3, 2024Jun 1, 2017
Byron Samuel PogirGlobal Retirement Partners LLC institutionalNewfront Retirement Services, Inc. institutionalOtherApr 25, 2024May 28, 2024 (33 d)
Kylee Erin HallGlobal Retirement Partners LLC institutionalTrueplan Benefit And Retirement Advisors institutionalOtherMar 20, 2024May 1, 2024 (42 d)
Ty Daniel WheelerGlobal Retirement Partners LLC institutionalCurafin Advisors otherOtherMar 20, 2024Jun 11, 2024 (83 d)
Matthew Chad WillettGlobal Retirement Partners LLC institutionalWatts Gwilliam & Company, LLC independent RIAOtherFeb 21, 2024Mar 22, 2024
Laura Deanna PeirsonGlobal Retirement Partners LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherFeb 15, 2024Feb 15, 2024
Camiel Nicolas VerburgtGlobal Retirement Partners LLC institutionalUBS Financial Services Inc. wirehouseOtherJan 5, 2024Apr 20, 2026 (836 d)
Edward George KolladaGlobal Retirement Partners LLC institutionalFourstar Wealth Advisors, LLC independent RIAOtherDec 26, 2023Jan 19, 2024
Mason Garth MooreGlobal Retirement Partners LLC institutionalFermata Advisors independent RIAOtherNov 15, 2023Nov 14, 2023
Sonya SpagnolaGlobal Retirement Partners LLC institutionalAmeriprise Financial Services, LLC national BDOtherOct 19, 2023Nov 9, 2023
Robin RodriguezGlobal Retirement Partners LLC institutionalPruco Securities, LLC BD affiliatedOtherSep 28, 2023May 24, 2023
Christopher Anthony ShafferGlobal Retirement Partners LLC institutionalJanney Montgomery Scott LLC BD affiliatedOtherAug 11, 2023Aug 17, 2023
Justin PorcoGlobal Retirement Partners LLC institutionalOn Investment Management Co BD affiliatedOtherAug 9, 2023Jun 5, 2023
Virginia DebbinkGlobal Retirement Partners LLC institutionalThree Bell Capital LLC mixed wealthOtherAug 1, 2023Nov 1, 2023 (92 d)
Marjory Grannis BlackmerGlobal Retirement Partners LLC institutionalPrincipal Securities, Inc. BD affiliatedOtherJul 27, 2023Aug 14, 2023
William E FergusonGlobal Retirement Partners LLC institutionalStratos Wealth Partners, Ltd BD affiliatedOtherMay 15, 2023May 11, 2023
Paul MankariousGlobal Retirement Partners LLC institutionalMcadam LLC independent RIAOtherMay 2, 2023Sep 1, 2023 (122 d)
Todd Alan JuengerGlobal Retirement Partners LLC institutionalCuso Financial Services, L.P. BD affiliatedOtherJan 9, 2023Jan 5, 2023
Shaun Dallas CoxGlobal Retirement Partners LLC institutionalMarcum Wealth, LLC independent RIAOtherOct 18, 2022Feb 26, 2020
Colleen Paige PizzoGlobal Retirement Partners LLC institutionalFisher Investments independent RIAOtherAug 8, 2022Sep 11, 2022 (34 d)
Denise Rachelle ScherGlobal Retirement Partners LLC institutionalUsi Securities, Inc. no RAUMOtherAug 5, 2022Sep 16, 2022 (42 d)
Heather Cecelia ListonGlobal Retirement Partners LLC institutionalClarity Financial state registeredOtherJul 22, 2022Jun 22, 2022
Chris DeandreaGlobal Retirement Partners LLC institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherJul 12, 2022Sep 30, 2022 (80 d)
Michael Robert MaguireGlobal Retirement Partners LLC institutionalGrimes & Company independent RIAOtherJun 13, 2022Jun 30, 2023 (382 d)
Marina MccleneghenGlobal Retirement Partners LLC institutionalTruist Advisory Services, Inc. BD affiliatedOtherMay 24, 2022Jun 21, 2022
Rhea EnglandGlobal Retirement Partners LLC institutionalRaymond James Financial Services Advisors, Inc BD affiliatedOtherApr 26, 2022Jun 17, 2022 (52 d)
Elena M PeersonGlobal Retirement Partners LLC institutionalCapital Client Group, Inc. no RAUMOtherApr 25, 2022May 18, 2022
Giorgina Mei Remigio NguyenGlobal Retirement Partners LLC institutionalEp Wealth Advisors independent RIAOtherApr 6, 2022Nov 11, 2025 (1315 d)
Matthew Jordan PearsonGlobal Retirement Partners LLC institutionalCreative Planning independent RIAOtherApr 6, 2022Oct 10, 2025 (1283 d)
Peter Joseph ValottaGlobal Retirement Partners LLC institutionalMma Securities LLC no RAUMOtherMar 4, 2022Mar 7, 2022
Sarah Ann ColottoGlobal Retirement Partners LLC institutionalCaptrust institutionalOtherJan 18, 2022Mar 1, 2022 (42 d)
Nicholas C GeorgeGlobal Retirement Partners LLC institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 7, 2022Feb 25, 2022 (49 d)
Michael Ralph WinterGlobal Retirement Partners LLC institutionalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 15, 2021Feb 15, 2022 (62 d)
Allison MillerGlobal Retirement Partners LLC institutionalValmark Advisers, Inc. BD affiliatedOtherDec 6, 2021Jun 2, 2023 (543 d)
William Keenan KishGlobal Retirement Partners LLC institutionalUBS Financial Services Inc. wirehouseOtherDec 6, 2021Oct 26, 2021
Lisa Marie PetronioGlobal Retirement Partners LLC institutionalAdvice And Planning Services BD affiliatedOtherNov 19, 2021Dec 7, 2021
Gregory Alan KleinGlobal Retirement Partners LLC institutionalHays Financial Group, LLC institutionalOtherOct 26, 2021Mar 23, 2022 (148 d)
James P MileyGlobal Retirement Partners LLC institutionalHays Financial Group, LLC no RAUMOtherOct 26, 2021May 28, 2021
Brian Jerold WhinneryGlobal Retirement Partners LLC institutionalHays Financial Group, LLC no RAUMOtherOct 26, 2021May 28, 2021
Anna Elizabeth KraemerGlobal Retirement Partners LLC institutionalHays Financial Group, LLC institutionalOtherOct 26, 2021Oct 18, 2023 (722 d)
Gregory A LopezGlobal Retirement Partners LLC institutionalMarcum Wealth, LLC independent RIAOtherOct 15, 2021Oct 21, 2021
Teressa Lea RamboGlobal Retirement Partners LLC institutionalOnedigital institutionalOtherJun 8, 2021Jun 1, 2021
Cameron Joseph IarrobinoGlobal Retirement Partners LLC institutionalTwin Focus Capital Partners, LLC independent RIAOtherMar 1, 2021Mar 16, 2021
Brian David StoutGlobal Retirement Partners LLC institutionalRaymond James Financial Services Advisors, Inc BD affiliatedOtherJan 12, 2021Jan 11, 2021
Christopher Anthony ConnellyGlobal Retirement Partners LLC institutionalLPL Financial LLC independent RIAOtherDec 24, 2020Jan 10, 2019
John Kevin BurkeGlobal Retirement Partners LLC institutionalPersonal Capital Advisors Corporation independent RIAOtherDec 22, 2020Dec 7, 2020
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171 moves match.