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

Arrivals at 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
Christina Marie GageCbiz Investment Advisory Services, LLC institutionalGlobal Retirement Partners LLC institutionalOtherMar 14, 2025Jun 2, 2025 (80 d)
Lucas W RogersT. Rowe Price Advisory Services, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 27, 2025Feb 26, 2025
Steven Walter GlasgowJanney Montgomery Scott LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 25, 2025Feb 14, 2025
Jordan Fleming SiblerJanney Montgomery Scott LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 25, 2025Feb 14, 2025
Danielle Rose O'BrienJanney Montgomery Scott LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 25, 2025Feb 14, 2025
Corey TiltonEquitable Advisors, LLC national BDGlobal Retirement Partners LLC institutionalOtherFeb 24, 2025Mar 12, 2025
Grant Michael RossEquitable Advisors, LLC national BDGlobal Retirement Partners LLC institutionalOtherFeb 12, 2025Mar 19, 2025 (35 d)
Kyle Jay RussellCapstone Wealth Advisors, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherFeb 11, 2025Apr 1, 2025 (49 d)
Rebecca RecordsCapital Wealth Management, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJan 16, 2025Oct 16, 2025 (273 d)
Carl SteinhilberEquitable Advisors, LLC national BDGlobal Retirement Partners LLC institutionalOtherJan 3, 2025Jun 23, 2026 (536 d)
Richard Allen RoushRoush Investments, LLC otherGlobal Retirement Partners LLC institutionalOtherDec 31, 2024Jan 10, 2024
John Douglas McdanielsLevel Four Advisory Services BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 31, 2024Sep 23, 2025 (266 d)
Andrew Charles WheelerRoush Investments, LLC otherGlobal Retirement Partners LLC institutionalOtherDec 31, 2024Jan 9, 2024
Geoffrey Allen RoushRoush Investments, LLC otherGlobal Retirement Partners LLC institutionalOtherDec 31, 2024Jan 9, 2024
Michele Marie MartinMissionsquare Retirement institutionalGlobal Retirement Partners LLC institutionalOtherNov 19, 2024Jun 23, 2026 (581 d)
Christopher William WarnerPark Avenue Securities LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 15, 2024Jan 6, 2025 (52 d)
Jeffrey Kenneth BollMwa Financial Services, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherNov 7, 2024Nov 5, 2024
Oxana LichinskyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Retirement Partners LLC institutionalOtherOct 18, 2024Oct 13, 2024
Terry Allen CrenshawOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 22, 2024Jul 17, 2024
James William BarnettOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 19, 2024Jul 18, 2024
Rhett Nolan SinclairOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 19, 2024Jul 17, 2024
Christopher SloopOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 18, 2024Jul 18, 2024
William Herbert PhillipsOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 17, 2024Jul 17, 2024
Samuel Alex BoulwareOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 17, 2024Jul 17, 2024
Matthew Lee BowersOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 17, 2024Jul 18, 2024
Mason Bonnycastle HardyOsaic Fs, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 17, 2024Jul 17, 2024
Diana S LevinMorgan Stanley wirehouseGlobal Retirement Partners LLC institutionalOtherJul 16, 2024Jul 16, 2024
Jennifer Rose SchuesslerEmpower Advisory Group, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 10, 2024Sep 27, 2024 (79 d)
Sonya SpagnolaAmeriprise Financial Services, LLC national BDGlobal Retirement Partners LLC institutionalOtherJun 4, 2024Jun 19, 2024
Teresa Jay DigregorioCresset Asset Management, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherMay 17, 2024Jul 8, 2024 (52 d)
Alfred Ronald SantoPrincipal Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 13, 2024Jun 26, 2024 (44 d)
Christa Jo KreinestHauser Retirement Solutions 2 LLC institutionalGlobal Retirement Partners LLC institutionalOtherMay 8, 2024May 5, 2026 (727 d)
Hafiz B. ShekhUnited Capital Financial Advisors independent RIAGlobal Retirement Partners LLC institutionalOtherMay 8, 2024May 2, 2024
Zachary Alexander NelsonNewfront Retirement Services, Inc. institutionalGlobal Retirement Partners LLC institutionalOtherApr 15, 2024Apr 22, 2024
Joseph Michael KellyMeeder Advisory Services, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherMar 18, 2024Dec 13, 2023
Justin Douglas FiskHub International Investment Services Inc. unclassifiedGlobal Retirement Partners LLC institutionalOtherMar 9, 2024Jul 4, 2022
Meredith Grace CoffeyHub International Investment Services Inc. unclassifiedGlobal Retirement Partners LLC institutionalOtherMar 9, 2024Feb 14, 2025 (342 d)
Robert Lowell LyonMayflower Advisors independent RIAGlobal Retirement Partners LLC institutionalOtherMar 8, 2024Mar 13, 2024
Justin Alexander LonderganMayflower Advisors independent RIAGlobal Retirement Partners LLC institutionalOtherMar 8, 2024Mar 13, 2024
Kelly Susan CarlsonCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 9, 2024Feb 5, 2024
Eric Dennis BoldgerIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherJan 10, 2024Dec 19, 2024 (344 d)
Richard Vincent IncorvatiFidelity Personal And Workplace Advisors BD affiliatedGlobal Retirement Partners LLC institutionalOtherJan 8, 2024Oct 29, 2024 (295 d)
Kristin BakerOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJan 4, 2024Jan 5, 2024
Maryam Alyce HoustonEarned Wealth independent RIAGlobal Retirement Partners LLC institutionalOtherDec 26, 2023Sep 19, 2024 (268 d)
Catherine Marie JaegerLPL Financial LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 20, 2023Jan 16, 2025 (393 d)
Michael Stuart RankinCetera Investment Advisers LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 7, 2023Mar 31, 2026 (845 d)
William James SnokeM Holdings Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 1, 2023Oct 11, 2023
Jenna Elaine BredvikEquitable Advisors, LLC national BDGlobal Retirement Partners LLC institutionalOtherNov 27, 2023Nov 20, 2023
Robert Paul GottschlingOsaic Fa, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 15, 2023Nov 15, 2023
Matthew Michael OliveiraEagle Strategies LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 13, 2023Nov 10, 2023
James CharbonneauGolden Corner Wealth Advisors independent RIAGlobal Retirement Partners LLC institutionalOtherNov 9, 2023Jun 2, 2023
Amy Charbonneau BurkGolden Corner Wealth Advisors independent RIAGlobal Retirement Partners LLC institutionalOtherNov 9, 2023Jun 1, 2023
Regan Michael TurnerOn Investment Management Co BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 2, 2023Nov 2, 2023
Lisa Lynn ScheblerKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 2, 2023Nov 6, 2023
Jenna Michelle BienenfeldMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 2, 2023Dec 6, 2023 (34 d)
Jacalyn MurrayMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Nov 7, 2023
Keven MilgramMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Oct 30, 2023
James Eric KeenehanCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Oct 11, 2023
Alexander George AssaleyCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Oct 11, 2023
Allison Louise RosenbergCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Oct 11, 2023
Page 2 of 8PreviousNext
478 moves match.