DFX Intelligence

RIA Intelligence

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
Gregory Phillip RowComerica Securities bank affiliatedGlobal Retirement Partners LLC institutionalOtherApr 28, 2021Apr 28, 2021
Charles Phillips LangelandComerica Securities bank affiliatedGlobal Retirement Partners LLC institutionalOtherApr 28, 2021Apr 28, 2021
David John MedinaD.A. Davidson & Co. independent RIAGlobal Retirement Partners LLC institutionalOtherFeb 23, 2021Feb 19, 2021
Matthew David MorrisKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 19, 2021Mar 17, 2021
Noel AdamsKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 19, 2021Feb 19, 2021
Blake Allen HiettKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 19, 2021Feb 19, 2021
Spencer Josiah StilwellKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 19, 2021Feb 19, 2021
Joseph Patrick KerriganCapital Analysts BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 23, 2020Jul 24, 2024 (1309 d)
Camiel Nicolas VerburgtOneamerica Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 12, 2020Nov 4, 2020
Brandon Michael LawrenceAdvisornet Wealth Partners independent RIAGlobal Retirement Partners LLC institutionalOtherNov 12, 2020Nov 10, 2020
Jonathon Christopher SchultheissKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 21, 2020Oct 16, 2020
Nicholas Ryan NatzkeAssociated Investment Services, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherOct 3, 2020Oct 6, 2020
Joe Benjamin SmithLPL Financial LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherJul 6, 2020Oct 18, 2018
Jason Tyrone StanfieldCornerstone Wealth Management, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJun 1, 2020May 28, 2020
Matthew James RauenEagle Strategies LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 19, 2020May 18, 2020
Walter GrantMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 27, 2020Feb 26, 2020
James Edward AdamsErnst & Young Investment Advisers Llp no RAUMGlobal Retirement Partners LLC institutionalOtherFeb 11, 2020Mar 12, 2020
Kimberly CochraneOneamerica Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJan 17, 2020Feb 4, 2020
Jeanne Johnson SuttonCerity Partners Ocio LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJan 3, 2020Dec 19, 2019
Bryan Andrew PeeblesCerity Partners Ocio LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJan 3, 2020Dec 19, 2019
Rhea EnglandCerity Partners Ocio LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJan 3, 2020Dec 19, 2019
Daniel AlcalaE*Trade Capital Management, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJan 2, 2020Feb 3, 2021 (398 d)
John Mckenzie ClarkLPL Financial LLC BD affiliatedGlobal Retirement Partners LLC otherOtherDec 23, 2019Jan 12, 2015
Michael Ralph WinterHsbc Securities (USA) Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 30, 2019May 25, 2021 (573 d)
Peter William GrassiPrivate Advisor Group, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherOct 28, 2019Oct 24, 2019
Melissa A GeracimosCampbell Wealth Management, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherOct 23, 2019Jan 29, 2020 (98 d)
Patrick Winston LillisPrincipal Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 22, 2019Oct 22, 2019
Brooke Candace DelaneyFoundational Retirement Solutions LLC institutionalGlobal Retirement Partners LLC institutionalOtherSep 26, 2019Oct 3, 2019
Michael Taylor HarvillLPL Financial LLC independent RIAGlobal Retirement Partners LLC institutionalOtherJul 16, 2019Apr 1, 2019
William Michael PeragineWells Fargo Advisors wirehouseGlobal Retirement Partners LLC institutionalOtherJun 25, 2019Nov 19, 2024 (1974 d)
John Joseph BiondoWells Fargo Advisors wirehouseGlobal Retirement Partners LLC institutionalOtherJun 25, 2019Jun 24, 2019
Douglas Eduardo BermudezWells Fargo Advisors wirehouseGlobal Retirement Partners LLC institutionalOtherJun 12, 2019Jun 7, 2019
Giorgina Mei Remigio NguyenWells Fargo Advisors wirehouseGlobal Retirement Partners LLC institutionalOtherJun 12, 2019Jun 7, 2019
Erin Morsch HallWells Fargo Advisors wirehouseGlobal Retirement Partners LLC institutionalOtherJun 12, 2019Jun 7, 2019
Stephanie Renee RichardsonLockton Investment Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherMay 28, 2019Jun 24, 2019
Abdiel EllisPnc Capital Advisors LLC otherGlobal Retirement Partners LLC institutionalOtherMay 13, 2019Sep 18, 2019 (128 d)
Stewart Alan MacdonaldIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 25, 2019May 30, 2019 (35 d)
Andrew James DegroatIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2019Apr 1, 2019
Richard HeppIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2019Mar 29, 2019
Karen Lewis SciarraIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2019Mar 29, 2019
Daniel James O'SullivanIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2019Mar 29, 2019
John Friedrich WenzIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2019Mar 29, 2019
Jessica J BarbaIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2019Mar 29, 2019
Amy GomezIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2019Mar 29, 2019
Ann-Marie SepukaRaymond James Financial Services Advisors, Inc BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 2, 2019Mar 29, 2019
Jeffrey Jon CullenSrp Advisory Services LLC unclassifiedGlobal Retirement Partners LLC institutionalOtherMar 29, 2019Apr 10, 2019
Clifford CowlesCharles Schwab & Co., Inc. national BDGlobal Retirement Partners LLC institutionalOtherMar 25, 2019May 15, 2019 (51 d)
Trent Dana BrysonIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherMar 22, 2019Mar 22, 2019
Torey Michael EdwardsIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherMar 22, 2019Jan 1, 2025 (2112 d)
Ronald Arthur WoodyIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherMar 19, 2019Mar 19, 2019
Andrew Sullivan DooleyAlpha Pension Group, Inc. institutionalGlobal Retirement Partners LLC otherOtherMar 14, 2019Aug 15, 2016
Christopher Charles KnocheKestra Advisory Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherMar 6, 2019Apr 29, 2019 (54 d)
Michael Gerald J ParsonsCbiz Retirement Plan Advisory Services institutionalGlobal Retirement Partners LLC institutionalOtherFeb 25, 2019Jan 5, 2021 (680 d)
Wilson Blanton GarnettIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 15, 2019Feb 20, 2019
Renee Lynn CarterIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 15, 2019Feb 20, 2019
Joseph Anthony CravottaPrincipal Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 4, 2019Feb 21, 2019
Matthew John RiversFoundational Retirement Solutions LLC institutionalGlobal Retirement Partners LLC institutionalOtherJan 23, 2019Jan 24, 2019
Dianne Moon ClarkLPL Financial LLC independent RIAGlobal Retirement Partners LLC no RAUMOtherDec 24, 2018Oct 4, 2014
David Ira GenslerIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 7, 2018Nov 26, 2018
Christopher Anthony ConnellyAmeriprise Financial Services, LLC national BDGlobal Retirement Partners LLC institutionalOtherNov 30, 2018Dec 6, 2018
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478 moves match.