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
Marc Andrew ZabickiGlobal Retirement Partners LLC institutionalLPL Financial LLC BD affiliatedOtherNov 10, 2020Jan 1, 2026 (1878 d)
Ronald James MossGlobal Retirement Partners LLC institutionalSequoia Financial Group, L.L.C. independent RIAOtherOct 15, 2020Feb 24, 2026 (1958 d)
Jennifer Kate SahadyGlobal Retirement Partners LLC institutionalMma Securities LLC no RAUMOtherSep 18, 2020Jan 25, 2022 (494 d)
Paul J. PhelanGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC BD affiliatedOtherSep 1, 2020Sep 1, 2020
Vincent Edward ZinsmeyerGlobal Retirement Partners LLC institutionalAlera Investment Advisors, LLC independent RIAOtherJul 15, 2020Jul 16, 2020
Joe Benjamin SmithGlobal Retirement Partners LLC institutionalOnedigital institutionalOtherJul 1, 2020Jun 1, 2020
Joshua Claxton WalkerGlobal Retirement Partners LLC institutionalLPL Financial LLC BD affiliatedOtherFeb 4, 2020Feb 5, 2020
Jonathan Michael RussoGlobal Retirement Partners LLC institutionalIndependent Financial Partners BD affiliatedOtherDec 6, 2019Dec 6, 2019
Steven Patrick MaherGlobal Retirement Partners LLC institutionalEhd Advisory Services, Inc. otherOtherDec 6, 2019Nov 10, 2015
Joseph L WilliamsGlobal Retirement Partners LLC institutionalFifth Third Securities, Inc. BD affiliatedOtherDec 3, 2019Nov 22, 2019
Colin Michael RogersGlobal Retirement Partners LLC institutionalCbiz Retirement Plan Advisory Services institutionalOtherOct 31, 2019Aug 12, 2019
Nikki Lyn HamblinGlobal Retirement Partners LLC institutionalHigh Probability Advisors, LLC independent RIAOtherAug 30, 2019Sep 25, 2025 (2218 d)
Scott Ronald PilchardGlobal Retirement Partners LLC institutionalFbl Wealth Management, LLC no RAUMOtherAug 28, 2019Aug 16, 2019
Moncherie Lenae MasonGlobal Retirement Partners LLC institutionalMissionsquare Retirement asset managerOtherAug 6, 2019Feb 27, 2020 (205 d)
Scott Anthony PrestonGlobal Retirement Partners LLC institutionalIndependent Financial Partners BD affiliatedOtherAug 5, 2019Aug 5, 2019
Steven Howard BowesGlobal Retirement Partners LLC institutionalIndependent Financial Partners BD affiliatedOtherAug 5, 2019Aug 5, 2019
Thomas Andrew CurtinGlobal Retirement Partners LLC institutionalLPL Financial LLC BD affiliatedOtherJul 10, 2019Nov 5, 2019 (118 d)
John David GentryGlobal Retirement Partners LLC institutionalAsset Strategy Advisors, LLC mixed wealthOtherMay 17, 2019May 29, 2019
Dennis Ryan RomneyGlobal Retirement Partners LLC institutionalOpportunus Wealth Management, LLC otherOtherMay 16, 2019Jul 9, 2019 (54 d)
Abigail Sue KuoGlobal Retirement Partners LLC institutionalKestra Advisory Services, LLC BD affiliatedOtherMar 13, 2019Apr 10, 2019
David Anthony GraverGlobal Retirement Partners LLC institutionalKestra Advisory Services, LLC BD affiliatedOtherFeb 23, 2019Mar 20, 2019
Molly KnappGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC BD affiliatedOtherJul 2, 2018Aug 9, 2018 (38 d)
Panfilo CostantiniGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC BD affiliatedOtherJul 2, 2018Aug 18, 2018 (47 d)
Jason AceitunoGlobal Retirement Partners LLC institutionalWorld Investment Advisors, LLC otherOtherJul 2, 2018Jan 2, 2026 (2741 d)
Brent Allen TeagueGlobal Retirement Partners LLC institutionalStratos Wealth Partners, Ltd independent RIAOtherJun 1, 2018Jul 6, 2018 (35 d)
Silvia HansenGlobal Retirement Partners LLC institutionalStancorp Investment Advisers, Inc. otherOtherMay 2, 2018Dec 20, 2024 (2424 d)
Richard Clayton PogueGlobal Retirement Partners LLC otherLPL Financial LLC independent RIAOtherFeb 13, 2018Feb 13, 2018
Jacob NydamGlobal Retirement Partners LLC otherGallagher Fiduciary Advisors, LLC institutionalOtherFeb 2, 2018Nov 10, 2022 (1742 d)
Kelley Ann DonovanGlobal Retirement Partners LLC otherRichmond Investment Services LLC no RAUMOtherDec 14, 2017May 30, 2024 (2359 d)
Andrew Stephen GrowGlobal Retirement Partners LLC otherCommonwealth Financial Network national BDOtherSep 26, 2017Oct 2, 2017
Luis A GaldamezGlobal Retirement Partners LLC otherEquanimity Financial Partners otherOtherJul 28, 2017Jun 12, 2017
Yevgeniy LevGlobal Retirement Partners LLC otherSeia BD affiliatedOtherJul 24, 2017Jan 1, 2025 (2718 d)
Joseph James MasciopintoGlobal Retirement Partners LLC otherKestra Advisory Services, LLC otherOtherJul 24, 2017Aug 2, 2017
Thomas G KennedyGlobal Retirement Partners LLC otherCornerstone Capital Advisors independent RIAOtherMay 18, 2017Apr 10, 2018 (327 d)
Eric Matthew SholbergGlobal Retirement Partners LLC otherBrighton Jones LLC otherOtherApr 5, 2017Apr 5, 2017
Nicholas Andrew KraljGlobal Retirement Partners LLC otherCambridge Investment Research Advisors, Inc. otherOtherMar 13, 2017Mar 13, 2017
Brooke Candace DelaneyGlobal Retirement Partners LLC otherFoundational Retirement Solutions LLC no RAUMOtherJan 3, 2017Oct 23, 2018 (658 d)
Kalman David MuchnickGlobal Retirement Partners LLC otherCbiz Retirement Plan Advisory Services otherOtherOct 6, 2016Apr 18, 2016
Robert Matthew KriegerGlobal Retirement Partners LLC otherIc Advisory Services, Inc. otherOtherSep 19, 2016Sep 30, 2016
Richard Burton RowehlGlobal Retirement Partners LLC otherMma Securities LLC no RAUMOtherSep 2, 2016Oct 3, 2016 (31 d)
Richard Russell GeigerGlobal Retirement Partners LLC otherMorgan Stanley wirehouseOtherAug 15, 2016Aug 15, 2016
Marc A. CornellGlobal Retirement Partners LLC otherOsaic Fa, Inc. otherOtherMar 31, 2016Apr 13, 2016
James ElderGlobal Retirement Partners LLC otherBb&T Securities, LLC otherOtherJan 4, 2016Jan 12, 2016
Ronald Julius ChurchGlobal Retirement Partners LLC otherBarnes Wealth Management Group independent RIAOtherNov 2, 2015Dec 15, 2015 (43 d)
Chris Thomas MarovichGlobal Retirement Partners LLC otherCambridge Investment Research Advisors, Inc. otherOtherOct 1, 2015Oct 1, 2015
Bradley Patrick WarnerGlobal Retirement Partners LLC otherInr Advisory Services, LLC otherOtherAug 31, 2015Nov 9, 2015 (70 d)
Scott Brandon DooleyGlobal Retirement Partners LLC otherOnedigital otherOtherJan 9, 2015Dec 2, 2014
Barton Joseph KershnerGlobal Retirement Partners LLC otherNfp Advisor Services, LLC otherOtherJan 8, 2015Mar 27, 2015 (78 d)
James Henry PerryGlobal Retirement Partners LLC otherInvista Advisors no RAUMOtherDec 9, 2014Jul 8, 2016 (577 d)
Gary Robert SawyerGlobal Retirement Partners LLC otherIndependent Financial Partners BD affiliatedOtherNov 6, 2014Aug 7, 2025 (3927 d)
Timothy Charles IrvinGlobal Retirement Partners LLC no RAUMCammack Retirement Group no RAUMOtherOct 27, 2014Nov 10, 2014
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171 moves match.