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
Shir Keidan McgettiganMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Oct 30, 2023
Elizabeth Kathleen RehbehnCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Oct 11, 2023
Allie Elizabeth StarrMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Nov 27, 2023
Samantha KaufmanCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Oct 11, 2023
Phillip Anthony BrunsonMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 1, 2023Nov 28, 2023
Craig NovekMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 31, 2023Nov 6, 2023
Marc BienenfeldMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 31, 2023Oct 31, 2023
David Anthony CarrMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 18, 2023Oct 16, 2023
Steven Cody SmithArkadios Wealth Advisors BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 13, 2023Apr 3, 2025 (538 d)
Timothy Andrew ViethTransamerica Retirement Advisors, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 2, 2023May 16, 2024 (227 d)
Timothy Paul NelsonPrincipal Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 26, 2023Oct 23, 2023
Hedyeh ArjomandConover Securities Corporation unclassifiedGlobal Retirement Partners LLC institutionalOtherSep 26, 2023Mar 15, 2022
Michael Ryan MadsenKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 25, 2023Oct 2, 2023
Matthew W StolleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Retirement Partners LLC institutionalOtherSep 22, 2023Sep 20, 2023
Craig Whalen UlepMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 6, 2023Aug 31, 2023
Richard Westwood LombardGoldstone Financial Group, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherSep 6, 2023Oct 17, 2023 (41 d)
James Ms FranklinMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 5, 2023Aug 31, 2023
William Dunkley FranklinMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 5, 2023Sep 1, 2023
Haswell Mccullough FranklinMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 1, 2023Aug 31, 2023
Charles George BreschiMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 1, 2023Aug 31, 2023
Douglas IgelThe Baldwin Group Wealth Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherAug 18, 2023Nov 12, 2023 (86 d)
Mark Joseph DormanMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherAug 1, 2023Aug 1, 2023
Seth Erik GranoCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 26, 2023Jul 20, 2023
Mary Kathleen PirainoLPL Financial LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 19, 2023Oct 6, 2023 (79 d)
William EbersoldAmeriprise Financial Services, LLC national BDGlobal Retirement Partners LLC institutionalOtherJul 17, 2023Sep 13, 2023 (58 d)
Chad Keith ButlerVoya Investment Management Co. LLC otherGlobal Retirement Partners LLC institutionalOtherJul 5, 2023Nov 20, 2024 (504 d)
Kristopher MaleskiCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherJun 7, 2023Jun 5, 2023
Tony M PritchettOneamerica Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 11, 2023May 1, 2023
Stefan Nabih SabbaghAmeriprise Financial Services, LLC national BDGlobal Retirement Partners LLC institutionalOtherMay 8, 2023May 2, 2023
Carley PerazaAmeriprise Financial Services, LLC national BDGlobal Retirement Partners LLC institutionalOtherMay 4, 2023May 9, 2023
Austin William KriseCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 4, 2023May 26, 2023
Matthew Gardner WatsonKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 17, 2023Apr 10, 2023
Angela Lee TalbotTrek Financial independent RIAGlobal Retirement Partners LLC institutionalOtherMar 6, 2023Apr 26, 2023 (51 d)
Tyler Marshall BrewerThrivent Investment Management Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherMar 2, 2023May 8, 2023 (67 d)
Michael John HamiltonEdelman Financial Engines mixed wealthGlobal Retirement Partners LLC institutionalOtherFeb 27, 2023May 7, 2025 (800 d)
Ruben M HernandezQuintes Financial Services, LLC institutionalGlobal Retirement Partners LLC institutionalOtherFeb 21, 2023Aug 11, 2022
Mark Edward LaughtonQuintes Financial Services, LLC institutionalGlobal Retirement Partners LLC institutionalOtherFeb 21, 2023Aug 5, 2022
Scott Larry SchlappiWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Jun 9, 2022
Todd Mathew SchlappiWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Jun 9, 2022
Ciara Sharp HanrattyWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Jun 16, 2022
Sonya SpagnolaWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Oct 18, 2022
Matthew Chad WillettWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 7, 2023Aug 10, 2022
Camryn Danielle HoltWealthplan Advisors, LLC otherGlobal Retirement Partners LLC institutionalOtherFeb 2, 2023Aug 18, 2022
Jon TribbelConover Capital Management mixed wealthGlobal Retirement Partners LLC institutionalOtherDec 31, 2022Jul 14, 2021
Mason Garth MooreKornerstone, Inc. institutionalGlobal Retirement Partners LLC institutionalOtherDec 31, 2022Feb 23, 2022
Jeremy Joseph GerardyCetera Advisor Networks LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 22, 2022Jan 4, 2023
Thomas Michael SantabarbaraDirect Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherDec 5, 2022Aug 29, 2022
Jeffrey Scott BennettDirect Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherDec 5, 2022Aug 31, 2022
Erin D CominoleDirect Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherDec 5, 2022Sep 16, 2022
Kelly Lee AusburnCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 2, 2022Nov 22, 2022
Robin RodriguezEdward Jones national BDGlobal Retirement Partners LLC institutionalOtherNov 28, 2022Mar 29, 2023 (121 d)
Christopher Jay SecurcherGallagher Fiduciary Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherOct 24, 2022Dec 6, 2022 (43 d)
Daintry Noelle PriceConover Capital Management mixed wealthGlobal Retirement Partners LLC institutionalOtherOct 5, 2022Jul 16, 2021
Sarah Ann ColottoCaptrust institutionalGlobal Retirement Partners LLC institutionalOtherOct 3, 2022Oct 26, 2022
Trevor Max BrodyCetera Investment Advisers LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 22, 2022Sep 19, 2022
Brian Joseph QuinnOsaic Wealth, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherAug 29, 2022Aug 26, 2022
Paul MankariousCharles Schwab & Co., Inc. national BDGlobal Retirement Partners LLC institutionalOtherAug 11, 2022Aug 8, 2022
Caroline A MacomberCaptrust institutionalGlobal Retirement Partners LLC institutionalOtherAug 2, 2022Oct 17, 2024 (807 d)
Patrick Kevin MckiernanRBC Capital Markets, LLC national BDGlobal Retirement Partners LLC institutionalOtherJul 27, 2022Jul 18, 2022
Wesley David PreviantRBC Capital Markets, LLC national BDGlobal Retirement Partners LLC institutionalOtherJul 27, 2022Jul 18, 2022
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478 moves match.