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
Frederik ArroyaveRBC Capital Markets, LLC national BDGlobal Retirement Partners LLC institutionalOtherJul 27, 2022Jul 18, 2022
Terra Ann JahnsHighpoint Planning Partners independent RIAGlobal Retirement Partners LLC institutionalOtherJul 22, 2022Jul 1, 2022
Judy I GutierrezOneamerica Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 6, 2022Jul 26, 2022
Russell Lew WaryeHighpoint Planning Partners independent RIAGlobal Retirement Partners LLC institutionalOtherJul 5, 2022Jul 1, 2022
Lee Vincent BethelLPL Financial LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJul 1, 2022Apr 3, 2023 (276 d)
Jasonn Donald PotterOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJul 1, 2022Jul 5, 2022
Taylor Brad DanceOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJul 1, 2022Jul 1, 2022
Rocky John PrattOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJul 1, 2022Jul 5, 2022
Jonathan Tyler AndersonIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 21, 2022Jul 25, 2025 (1130 d)
Robby J RodriguezT. Rowe Price Advisory Services, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherJun 16, 2022May 15, 2025 (1064 d)
Brandi Ann WentzKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 10, 2022Aug 15, 2022 (66 d)
Robert John DevalleCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 1, 2022May 16, 2022
Denise Rachelle ScherCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 1, 2022May 17, 2022
Jeffery Ronald Van RyCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 1, 2022May 17, 2022
Tyler J DeckCharles Schwab & Co., Inc. national BDGlobal Retirement Partners LLC institutionalOtherMay 24, 2022Jun 9, 2022
Michael Gilbert FinnellRaymond James Financial Services Advisors, Inc BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 23, 2022May 3, 2022
Ryan FinnellRaymond James Financial Services Advisors, Inc BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 23, 2022May 2, 2022
Todd Alan JuengerConover Capital Management mixed wealthGlobal Retirement Partners LLC institutionalOtherMay 20, 2022Jul 9, 2021
Carol Lynn IannessaRaymond James Financial Services Advisors, Inc BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 10, 2022May 24, 2022
Christopher John TarquinioRaymond James Financial Services Advisors, Inc BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 9, 2022May 4, 2022
Joseph Anthony SimmonsStancorp Investment Advisers, Inc. otherGlobal Retirement Partners LLC institutionalOtherApr 8, 2022May 17, 2022 (39 d)
Janine Jefferson MooreHub International Investment Advisory Services Inc. institutionalGlobal Retirement Partners LLC institutionalOtherMar 31, 2022Jan 4, 2021
Darrell Wayne EllisorHub International Investment Advisory Services Inc. institutionalGlobal Retirement Partners LLC institutionalOtherMar 31, 2022Jan 4, 2021
Joseph James ConzelmanHub International Investment Advisory Services Inc. institutionalGlobal Retirement Partners LLC institutionalOtherMar 31, 2022Jan 4, 2021
Scott Michael LippaCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherMar 14, 2022Mar 8, 2022
Charles Howard KennedyFiducia Group, LLC institutionalGlobal Retirement Partners LLC institutionalOtherMar 4, 2022Dec 1, 2021
James Jacob BartoszewiczFiducia Group, LLC institutionalGlobal Retirement Partners LLC institutionalOtherMar 4, 2022Dec 1, 2021
Steven James BartoszewiczFiducia Group, LLC institutionalGlobal Retirement Partners LLC institutionalOtherMar 4, 2022Dec 1, 2021
Duncan Michael PurvisKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 2, 2022Feb 1, 2022
Samuel W BalkeKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 2, 2022Jan 1, 2025 (1064 d)
Pierre Merujan MovsessianLPL Financial LLC BD affiliatedGlobal Retirement Partners LLC otherOtherDec 21, 2021Mar 8, 2017
Richard Mario AnnunziataEquitable Advisors, LLC national BDGlobal Retirement Partners LLC institutionalOtherDec 17, 2021Dec 8, 2021
Michael PontilloEquitable Advisors, LLC national BDGlobal Retirement Partners LLC institutionalOtherDec 8, 2021Nov 27, 2023 (719 d)
Jason Edward MinnellaEquitable Advisors, LLC national BDGlobal Retirement Partners LLC institutionalOtherDec 6, 2021Nov 23, 2021
Robyn Jo RepettiPrincipal Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 2, 2021Jan 5, 2022 (34 d)
Justin PorcoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Retirement Partners LLC institutionalOtherNov 23, 2021Dec 20, 2021
Craig Alan BurtisPrime Capital Financial mixed wealthGlobal Retirement Partners LLC institutionalOtherNov 11, 2021Oct 18, 2021
Douglas Wade JohnsonCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 11, 2021Nov 17, 2021
Brian DayCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 11, 2021Nov 17, 2021
Matthew Patrick GreeneCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 11, 2021Nov 17, 2021
Angela M WalshCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 11, 2021Nov 17, 2021
Patricia M GildeaCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 10, 2021Nov 17, 2021
Joseph Francis BonaseraCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 10, 2021Nov 17, 2021
Mark MammolaCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherNov 10, 2021Nov 17, 2021
Laura Deanna PeirsonCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 18, 2021Oct 15, 2021
Stacy Elizabeth LeagueCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 18, 2021Oct 15, 2021
Heather Rebecca HeronCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 18, 2021Oct 15, 2021
Sara Jo SeyerCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 18, 2021Oct 15, 2021
Michael Patrick ThompsonRaymond James Financial Services Advisors, Inc BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 7, 2021Dec 8, 2022 (427 d)
Sherri FryattMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Retirement Partners LLC institutionalOtherSep 17, 2021Sep 20, 2021
Scott E KraseRcm Wealth Advisors mixed wealthGlobal Retirement Partners LLC institutionalOtherAug 31, 2021Aug 30, 2021
Susan Mary GibbsBmo Asset Management Corp. otherGlobal Retirement Partners LLC institutionalOtherAug 2, 2021Jul 27, 2022 (359 d)
Dbie Anna JohnsonAmeritas Advisory Services BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 15, 2021Feb 9, 2022 (239 d)
Peter D VacheronOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJun 9, 2021Jun 1, 2021
Christopher Peter Michael HerselOnedigital institutionalGlobal Retirement Partners LLC institutionalOtherJun 9, 2021Jun 8, 2021
Charles David EpsteinMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 4, 2021Jun 7, 2021
Doug Michael O'RearIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 1, 2021May 3, 2021
Grantham BuntinThrivent Investment Management Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 24, 2021Jun 9, 2021
Brandy M CumberledgeRaymond James & Associates, Inc. national BDGlobal Retirement Partners LLC institutionalOtherMay 5, 2021Apr 30, 2021
Nicholas C GeorgeCetera Investment Advisers LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 5, 2021May 21, 2021
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478 moves match.