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
Leonard BeersIndependent Financial Partners BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 13, 2018Nov 14, 2018
James Francis SampsonLPL Financial LLC independent RIAGlobal Retirement Partners LLC otherOtherNov 7, 2018Jun 15, 2016
Gary Alan CarpenterPnc Wealth Management BD affiliatedGlobal Retirement Partners LLC institutionalOtherNov 1, 2018Feb 6, 2020 (462 d)
Kathleen Ann NilssonWinans Investments independent RIAGlobal Retirement Partners LLC institutionalOtherOct 30, 2018Dec 7, 2018 (38 d)
Robert Charles MckeonNeuberger Berman Bd LLC no RAUMGlobal Retirement Partners LLC institutionalOtherOct 30, 2018Dec 5, 2024 (2228 d)
Gerald Irwin KalishFirst Financial Coaching, Inc. independent RIAGlobal Retirement Partners LLC institutionalOtherSep 19, 2018Nov 6, 2018 (48 d)
Joseph William NiermanMML Investors Services, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherSep 6, 2018Sep 4, 2018
William Francis HigginsKondracki Group Inc. unclassifiedGlobal Retirement Partners LLC institutionalOtherSep 5, 2018Mar 13, 2019 (189 d)
Ronald James MossCharles Schwab & Co., Inc. national BDGlobal Retirement Partners LLC institutionalOtherAug 30, 2018Oct 1, 2018 (32 d)
Colin Michael RogersEdward Jones national BDGlobal Retirement Partners LLC institutionalOtherAug 2, 2018Aug 13, 2018
Tuan Tran PhanAmeriprise Financial Services, LLC national BDGlobal Retirement Partners LLC institutionalOtherJul 6, 2018Oct 8, 2018 (94 d)
Elsie Louise CriswellUsi Advisors institutionalGlobal Retirement Partners LLC institutionalOtherJul 2, 2018Oct 31, 2018 (121 d)
Michael Lyons ThomasPrincipal Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherJun 20, 2018Sep 3, 2019 (440 d)
Dallas Lawrence OtterUsi Advisors institutionalGlobal Retirement Partners LLC institutionalOtherMay 25, 2018Jul 16, 2018 (52 d)
Matthew Jordan PearsonUsi Advisors institutionalGlobal Retirement Partners LLC institutionalOtherMay 25, 2018Jul 16, 2018 (52 d)
Sarah Lynn AnthoferPrincipal Securities, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 5, 2018Apr 17, 2018
Salvador DiazInvest Financial Corporation otherGlobal Retirement Partners LLC institutionalOtherFeb 14, 2018Apr 4, 2022 (1510 d)
Kenneth Jason DayW3 Wealth Advisors, LLC state registeredGlobal Retirement Partners LLC otherOtherFeb 1, 2018Feb 21, 2018
Wayne Everett BoenigUnited Capital Financial Advisors otherGlobal Retirement Partners LLC institutionalOtherJan 2, 2018Jun 15, 2021 (1260 d)
Christopher Robin HendersonThree Lakes Securities, LLC unclassifiedGlobal Retirement Partners LLC otherOtherDec 31, 2017Dec 1, 2017
Joseph L WilliamsPnc Wealth Management BD affiliatedGlobal Retirement Partners LLC otherOtherDec 19, 2017Dec 13, 2017
Moncherie Lenae MasonPrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherDec 13, 2017Dec 20, 2017
Kurt MihelichThree Lakes Securities, LLC unclassifiedGlobal Retirement Partners LLC otherOtherDec 1, 2017Dec 1, 2017
Charles Arthur MunkwitzThree Lakes Securities, LLC unclassifiedGlobal Retirement Partners LLC otherOtherDec 1, 2017Dec 1, 2017
Keith Allen BerryThree Lakes Securities, LLC unclassifiedGlobal Retirement Partners LLC otherOtherDec 1, 2017Dec 1, 2017
Craig Thomas ChristoIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherNov 8, 2017Oct 3, 2017
Michael Edward DevlinIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherNov 8, 2017Sep 20, 2017
Silvia HansenStancorp Investment Advisers, Inc. otherGlobal Retirement Partners LLC otherOtherNov 2, 2017Dec 4, 2017 (32 d)
Gregory A LopezGirard Securities, Inc. otherGlobal Retirement Partners LLC otherOtherOct 11, 2017Nov 9, 2017
Scott Roger KimblePrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherOct 10, 2017Nov 7, 2017
Teressa Lea RamboKestra Advisory Services, LLC otherGlobal Retirement Partners LLC otherOtherSep 25, 2017Oct 5, 2017
Michael Keith SmithUBS Financial Services Inc. wirehouseGlobal Retirement Partners LLC otherOtherSep 15, 2017Aug 31, 2017
John Shannon BehPrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherSep 6, 2017Sep 1, 2017
Jacob NydamOpus Wealth Management Group otherGlobal Retirement Partners LLC otherOtherSep 5, 2017Nov 28, 2017 (84 d)
Nikki Lyn HamblinManning & Napier Advisors, LLC otherGlobal Retirement Partners LLC otherOtherAug 21, 2017Sep 15, 2017
Mario A EchevarriaBalasa Dinverno Foltz LLC otherGlobal Retirement Partners LLC institutionalOtherAug 21, 2017Sep 30, 2020 (1136 d)
Patrick J MorrellIngham Retirement Group otherGlobal Retirement Partners LLC institutionalOtherAug 10, 2017Feb 15, 2024 (2380 d)
Brendon Paul CostaLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJul 17, 2017Mar 31, 2017
Chris DeandreaLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJul 17, 2017Mar 31, 2017
Peter Joseph ValottaLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJul 14, 2017Mar 31, 2017
Daniel Walker GrealishLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJul 14, 2017Mar 31, 2017
Mark ShusterKobo Retirement Strategies no RAUMGlobal Retirement Partners LLC institutionalOtherJun 23, 2017Jun 23, 2026 (3287 d)
Yevgeniy LevLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJun 23, 2017Mar 8, 2017
Jessica Renee BallinIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJun 21, 2017Jun 21, 2017
Jenna Kay WitherbeeIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJun 21, 2017Jun 21, 2017
Joseph James MasciopintoIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJun 21, 2017Jun 21, 2017
James P MileyRBC Capital Markets, LLC national BDGlobal Retirement Partners LLC otherOtherJun 20, 2017May 25, 2017
Dennis Michael DuvalMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherJun 16, 2017Jun 20, 2017
Luis A GaldamezLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherMay 22, 2017Mar 9, 2017
David Lawrence HojloPrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherMay 5, 2017May 3, 2017
Jeffery Neal HughesSecurities America Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherApr 28, 2017May 19, 2017
Anthony J BaronePnc Wealth Management otherGlobal Retirement Partners LLC otherOtherApr 28, 2017Jul 13, 2017 (76 d)
Steven Robert ScottAusdal Financial Partners, Inc. otherGlobal Retirement Partners LLC otherOtherApr 18, 2017Apr 13, 2017
Thomas Badger HerbruckKestra Advisory Services, LLC otherGlobal Retirement Partners LLC otherOtherApr 7, 2017Apr 4, 2017
Fredrick Nicholas KelleyMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherMar 6, 2017Mar 6, 2017
Kristi K BakerMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherMar 1, 2017Feb 23, 2017
Kelli Jean DavisMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherMar 1, 2017Feb 23, 2017
Sarah Ann ColottoLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherFeb 17, 2017Mar 6, 2017
Anna Elizabeth KraemerRBC Capital Markets, LLC national BDGlobal Retirement Partners LLC otherOtherFeb 13, 2017Mar 6, 2017
Gregg Hagop AndonianLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJan 28, 2017Dec 7, 2015
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478 moves match.