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
Andrew William RyanHeffernan Investment Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherJan 13, 2017Aug 5, 2016
Rebecca Marie TapiaHeffernan Investment Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherJan 13, 2017Jan 12, 2015
Peter John FendlerNorton Financial Services, Inc. unclassifiedGlobal Retirement Partners LLC institutionalOtherDec 31, 2016Sep 1, 2026 (3531 d)
Wayne Eric GreenoughMsi Financial Services, Inc. otherGlobal Retirement Partners LLC institutionalOtherDec 20, 2016Oct 16, 2018 (665 d)
Marc Andrew ZabickiSws Partners, LLC otherGlobal Retirement Partners LLC otherOtherNov 18, 2016Jul 31, 2017 (255 d)
Douglas Ross PeetePrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherNov 14, 2016Nov 7, 2016
Evan Alexander AveryRonald Blue & Co., LLC otherGlobal Retirement Partners LLC institutionalOtherNov 7, 2016Feb 7, 2019 (822 d)
Steven Howard BowesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Retirement Partners LLC otherOtherOct 19, 2016Oct 19, 2016
Robert Matthew KriegerLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherSep 14, 2016Jan 28, 2015
Brendan Gary DietteNorthwestern Mutual Investment Services,LLC no RAUMGlobal Retirement Partners LLC institutionalOtherSep 14, 2016Sep 1, 2022 (2178 d)
Joshua M KopecWintrust Investments otherGlobal Retirement Partners LLC otherOtherAug 31, 2016Sep 24, 2016
Dennis Ryan RomneyPrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherAug 22, 2016Aug 22, 2016
Kelley Ann DonovanVsr Advisory Services otherGlobal Retirement Partners LLC otherOtherAug 18, 2016Aug 18, 2016
Andrew Stephen GrowVsr Advisory Services otherGlobal Retirement Partners LLC otherOtherAug 18, 2016Aug 26, 2016
Anthony Michael CalomeniU.S. Bancorp Advisors, LLC otherGlobal Retirement Partners LLC otherOtherAug 3, 2016Feb 22, 2018 (568 d)
Scott Anthony PrestonStrategic Advisers LLC national BDGlobal Retirement Partners LLC otherOtherJul 22, 2016Jun 30, 2016
Christopher James BasseLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJul 21, 2016Jun 17, 2016
Eric Allen ObergfellPrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherJul 21, 2016Aug 24, 2016 (34 d)
Marina MccleneghenCreative Planning otherGlobal Retirement Partners LLC institutionalOtherJul 1, 2016Jun 25, 2018 (724 d)
Sean C KellyLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherMay 23, 2016Jul 22, 2016 (60 d)
Ellen Reeva LanderNfp Advisor Services, LLC otherGlobal Retirement Partners LLC otherOtherMay 16, 2016May 16, 2016
Craig Stephen KorolSecurities America Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherMay 10, 2016Apr 29, 2016
Tyler Edward SchultzSecurities America Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherMay 10, 2016Apr 29, 2016
Michelle Renee SmithArvest Wealth Management otherGlobal Retirement Partners LLC otherOtherMay 6, 2016Dec 16, 2016 (224 d)
Brian Jerold WhinneryRBC Capital Markets, LLC national BDGlobal Retirement Partners LLC otherOtherApr 14, 2016Apr 1, 2016
Philip John FogliGeneos Wealth Management, Inc. otherGlobal Retirement Partners LLC otherOtherFeb 19, 2016Feb 17, 2016
Marcos Ramon LopezGeneos Wealth Management, Inc. otherGlobal Retirement Partners LLC otherOtherFeb 19, 2016Feb 22, 2016
David Louis MarcinowskiGeneos Wealth Management, Inc. otherGlobal Retirement Partners LLC otherOtherFeb 19, 2016Feb 16, 2016
Philip Jude FogliGeneos Wealth Management, Inc. otherGlobal Retirement Partners LLC otherOtherFeb 19, 2016Feb 16, 2016
Joshua Claxton WalkerGeneos Wealth Management, Inc. otherGlobal Retirement Partners LLC otherOtherFeb 19, 2016Feb 16, 2016
Brian Michael McguinessIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJan 29, 2016Jan 12, 2016
Angela Marie MirrioneWealthplan Advisors, LLC otherGlobal Retirement Partners LLC otherOtherJan 28, 2016Jan 26, 2016
Thomas Andrew CurtinIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJan 27, 2016Jul 18, 2016 (173 d)
Eric Joseph LazzariCapitol Securities Management, Inc. otherGlobal Retirement Partners LLC otherOtherNov 17, 2015Nov 30, 2015
Matthew WashekCapitol Securities Management, Inc. otherGlobal Retirement Partners LLC otherOtherNov 17, 2015Nov 30, 2015
Grant Richard ArgallPrincipal Securities, Inc. otherGlobal Retirement Partners LLC otherOtherOct 5, 2015Mar 16, 2018 (893 d)
Abigail Sue KuoHsbc Securities (USA) Inc. otherGlobal Retirement Partners LLC otherOtherOct 1, 2015Apr 25, 2017 (572 d)
Benjamin Eric RathfonPnc Wealth Management otherGlobal Retirement Partners LLC otherOtherSep 8, 2015Apr 4, 2017 (574 d)
Michael Jon GheenHuntington Financial Advisors otherGlobal Retirement Partners LLC otherOtherAug 6, 2015Jul 17, 2015
Scott Ronald PilchardManning & Napier Advisors, LLC otherGlobal Retirement Partners LLC otherOtherJul 10, 2015Jan 6, 2017 (546 d)
Marc A. CornellLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJul 9, 2015Aug 3, 2015
Thomas G KennedyRehmann Wealth otherGlobal Retirement Partners LLC otherOtherJun 18, 2015Jul 10, 2015
Barbara Jean DelaneyIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJun 8, 2015Apr 1, 2015
Jonathan Michael RussoIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJun 8, 2015Apr 6, 2015
Richard Burton RowehlOppenheimer & Co. Inc. otherGlobal Retirement Partners LLC otherOtherJun 3, 2015Jun 16, 2015
Mathew Corey WhiteheadIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherMay 19, 2015Apr 15, 2015
Kirk Watson WelchIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherMay 14, 2015May 14, 2015
Russell Todd McalonieIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherMay 1, 2015May 5, 2015
Richard Russell GeigerIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherMay 1, 2015Apr 10, 2015
Zachory Smith HuishIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherMay 1, 2015Apr 1, 2015
Paul LambIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherMay 1, 2015Apr 9, 2015
Kylee Erin HallIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherMay 1, 2015Apr 6, 2015
Cosmo Charles GouldFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherMar 13, 2015Sep 16, 2014
Eric Matthew SholbergGlobal Financial Private Capital, Inc. otherGlobal Retirement Partners LLC otherOtherMar 2, 2015Nov 14, 2014
Marcella Molinare SalibaHeffernan Investment Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherJan 14, 2015Jan 12, 2015
Daren Daniel AlcantarIndependent Financial Partners otherGlobal Retirement Partners LLC otherOtherJan 8, 2015Aug 7, 2015 (211 d)
Stephen Michael CunhaNew England Securities Corporation otherGlobal Retirement Partners LLC institutionalOtherDec 31, 2014Jul 16, 2020 (2024 d)
Alexander William HargraveFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 24, 2014Sep 16, 2014
William Christopher HawkinsFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 24, 2014Sep 17, 2014
Patterson James MckinlayFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 24, 2014Oct 28, 2014
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478 moves match.