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
Stephen L. DobrowFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 24, 2014Sep 23, 2014
Barton Joseph KershnerFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 24, 2014Sep 17, 2014
Timothy Allen HerbTransamerica Financial Advisors, LLC otherGlobal Retirement Partners LLC otherOtherDec 23, 2014Jan 19, 2015
James Henry PerryFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 10, 2014Sep 18, 2014
Virginia Krieger SuttonFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 3, 2014Sep 17, 2014
Robert Joseph Basil KotlerFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 3, 2014Sep 23, 2014
Steven Patrick MaherFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 3, 2014Sep 23, 2014
Robert Bryan BurkhartFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherDec 2, 2014Oct 10, 2014
Ronald Julius ChurchFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 16, 2014
Rohn Steven TrieglaffFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 17, 2014
Wesley Allan ClarkFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 16, 2014
Vincent Edward ZinsmeyerFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 17, 2014
Marc Joseph RohrFinancial Telesis, Inc. otherGlobal Retirement Partners LLC otherOtherNov 17, 2014Jan 16, 2015 (60 d)
Chris Thomas MarovichFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 23, 2014
Scott Brandon DooleyFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 23, 2014
Derry Earl CookFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 23, 2014
Kalman David MuchnickFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 23, 2014
Kristina Pauline KeckFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 17, 2014
Michael Reese JohnsonFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 23, 2014
Nicholas Andrew KraljFinancial Telesis, Inc. otherGlobal Retirement Partners LLC otherOtherNov 17, 2014Nov 21, 2014
Paul J. PhelanFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 17, 2014
Bradley Patrick WarnerFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 23, 2014
Luke S BarnettFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 17, 2014Sep 17, 2014
Gary Robert SawyerFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherNov 6, 2014Sep 18, 2014
Richard Clayton PogueScf Investment Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherOct 24, 2014Jan 19, 2015 (87 d)
Timothy Charles IrvinFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherOct 24, 2014Sep 23, 2014
James ElderFinancial Telesis, Inc. otherGlobal Retirement Partners LLC no RAUMOtherSep 16, 2014Oct 7, 2014
Austin Douglas GwilliamWealthspire Retirement Advisory otherGlobal Retirement Partners LLC no RAUMOtherAug 8, 2014Jul 28, 2014
Kyle Robert PosvistakWealthspire Retirement Advisory otherGlobal Retirement Partners LLC no RAUMOtherAug 8, 2014Jul 28, 2014
Jason Stephen JeskeyWealthspire Retirement Advisory otherGlobal Retirement Partners LLC no RAUMOtherAug 8, 2014Jul 28, 2014
William Joseph MillicoWaddell & Reed otherGlobal Retirement Partners LLC otherOtherApr 4, 2014Nov 12, 2014 (222 d)
John David GentryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Retirement Partners LLC otherOtherMar 25, 2014Apr 8, 2016 (745 d)
William E FergusonCommonwealth Financial Network national BDGlobal Retirement Partners LLC otherOtherMar 14, 2014Mar 31, 2017 (1113 d)
Kevin BoveMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Retirement Partners LLC otherOtherMar 12, 2013Mar 31, 2017 (1480 d)
Elizabeth HartleyRussell Investments otherGlobal Retirement Partners LLC institutionalOtherMar 8, 2013Nov 21, 2025 (4641 d)
Pamela Ann BrooksCornerstone Asset Management Services, Inc. otherGlobal Retirement Partners LLC otherOtherMar 4, 2013Jan 18, 2017 (1416 d)
Jeffrey D HamblenMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherDec 6, 2012Nov 13, 2015 (1072 d)
Steven Wayne DormanMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherDec 6, 2012Nov 13, 2015 (1072 d)
Colin Merrill ClarkMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherDec 5, 2012Nov 16, 2015 (1076 d)
Jay Richard SanfordMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherDec 5, 2012Nov 13, 2015 (1073 d)
Mark JensenMML Investors Services, LLC otherGlobal Retirement Partners LLC otherOtherDec 5, 2012Nov 13, 2015 (1073 d)
Teni ShahnazarianLPL Financial LLC otherGlobal Retirement Partners LLC otherOtherJul 10, 2012Mar 8, 2017 (1702 d)
Joseph Fredrick DenoyiorWashington Financial Group, Inc. unclassifiedGlobal Retirement Partners LLC otherOtherDec 31, 2011Nov 13, 2015 (1413 d)
Jere Wade ElbakriNations Financial Group, Inc. otherGlobal Retirement Partners LLC otherOtherNov 21, 2011Nov 15, 2017 (2186 d)
Rick Lewis HortonRaymond James Financial Services Advisors, Inc otherGlobal Retirement Partners LLC institutionalOtherOct 17, 2011Jun 9, 2022 (3888 d)
Daniel Norman FowlerOgilvie Security Advisors Corp otherGlobal Retirement Partners LLC institutionalOtherSep 7, 2011Nov 17, 2021 (3724 d)
Blake Alexander ThibaultNrp Advisors, Inc. unclassifiedGlobal Retirement Partners LLC otherOtherNov 30, 2010Jan 12, 2015 (1504 d)
James Robert KlomparensChesme Capital Management otherGlobal Retirement Partners LLC institutionalOtherNov 22, 2010Mar 16, 2020 (3402 d)
Christie Cheng ScottAssociated Securities Corp. unclassifiedGlobal Retirement Partners LLC institutionalOtherDec 31, 2008May 15, 2018 (3422 d)
Steven James NautaAllegiant Financial Advisors, LLC state registeredGlobal Retirement Partners LLC institutionalOtherMay 29, 2008Jan 1, 2025 (6061 d)
Derek Huntington CoburnWashington Financial Group, Inc. unclassifiedGlobal Retirement Partners LLC otherOtherApr 26, 2007Nov 13, 2015 (3123 d)
Thomas Richard LeveroneWashington Financial Group, Inc. unclassifiedGlobal Retirement Partners LLC otherOtherDec 11, 2006Nov 13, 2015 (3259 d)
Michael Robert MaguireSentinel Pension Advisors, LLC. otherGlobal Retirement Partners LLC institutionalOtherJun 28, 2006Mar 29, 2022 (5753 d)
Byron Samuel PogirCiticorp Investment Services unclassifiedGlobal Retirement Partners LLC institutionalOtherFeb 23, 2006Apr 23, 2019 (4807 d)
Mitchell Bradley StarrFamily Wealth Counselors, Inc. unclassifiedGlobal Retirement Partners LLC institutionalOtherSep 6, 2005Oct 30, 2023 (6628 d)
Howard Nevins BienenfeldFamily Wealth Counselors, Inc. unclassifiedGlobal Retirement Partners LLC institutionalOtherSep 6, 2005Oct 30, 2023 (6628 d)
Brahm Jacob RossiterUBS Financial Services Inc. wirehouseGlobal Retirement Partners LLC institutionalOtherNov 12, 2003Sep 17, 2024 (7615 d)
Brian David StoutRBC Capital Markets, LLC national BDGlobal Retirement Partners LLC otherOtherJan 9, 2003Apr 5, 2017 (5200 d)
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478 moves match.