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
R Mark GosselinCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherSep 8, 2026Sep 1, 2026
Raymond Alba EmeryCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherSep 8, 2026Sep 1, 2026
Ryan LuczynskiCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherSep 8, 2026Sep 1, 2026
James Peter KosCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherSep 8, 2026Sep 1, 2026
Zachary Joseph WielgoszinskiCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherSep 8, 2026Sep 1, 2026
Randall Scott WardCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherAug 25, 2026Aug 14, 2026
Steven CookNorthwestern Mutual Investment Services,LLC no RAUMGlobal Retirement Partners LLC institutionalOtherAug 6, 2026Aug 18, 2026
Andrew Robert TorelliGallagher Fiduciary Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherJul 28, 2026Aug 10, 2026
Mitchell Mark PeraraLPL Financial LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 17, 2026Jun 23, 2026 (37 d)
Daniel Bryan SpickardPark Avenue Securities LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherMay 15, 2026May 11, 2026
Christopher Ryan TookerHub Investment Partners, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherApr 24, 2026Apr 27, 2026
Nathan KleppeCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 15, 2026May 7, 2026
Nicholas Andrew KraljCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2026Mar 31, 2026
Vicki Marie BrownCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 3, 2026Apr 24, 2026
Sam George LaunderCreative Planning Institutional Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherApr 2, 2026Apr 1, 2026
Henry Dean LevisCreative Planning Institutional Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherApr 2, 2026Apr 1, 2026
Brian Douglas LibbyVanguard Advisers, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherMar 2, 2026Mar 4, 2026
Andre Rene RamirezThe Ameriflex Group BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 25, 2026Mar 3, 2026
Danny Earl ThomasPrivate Advisor Group, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherFeb 9, 2026Apr 8, 2026 (58 d)
Brian RaymondSentinel Pension Advisors, LLC. institutionalGlobal Retirement Partners LLC institutionalOtherFeb 3, 2026Apr 9, 2026 (65 d)
Jennifer Marie JorgensonCreative Planning Institutional Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherJan 29, 2026Jan 8, 2026
Marina MccleneghenCetera Investment Advisers LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherJan 15, 2026Aug 25, 2026 (222 d)
Christopher James ClarkLPL Financial LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherDec 19, 2025Aug 1, 2024
Richard Harold BrownMariner Independent independent RIAGlobal Retirement Partners LLC institutionalOtherDec 16, 2025Apr 9, 2026 (114 d)
Jeffrey YauStrategic Advisers LLC national BDGlobal Retirement Partners LLC institutionalOtherDec 12, 2025Dec 17, 2025
Reynaldo Andre RattiJ.P. Morgan Securities LLC wirehouseGlobal Retirement Partners LLC institutionalOtherNov 12, 2025Nov 18, 2025
Christopher Robert SneedNationwide Investment Advisors, LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherOct 27, 2025Dec 17, 2025 (51 d)
Joseph ValenzaProsperity - An Eisneramper Company independent RIAGlobal Retirement Partners LLC institutionalOtherOct 24, 2025Mar 2, 2026 (129 d)
Brett Jason HoffmanCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 17, 2025Oct 16, 2025
Karen Call McarthurCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 17, 2025Oct 16, 2025
Natalie PaceCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 6, 2025Oct 1, 2025
John Michael PellosieCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 6, 2025Oct 1, 2025
Maggie Elizabeth ScallyCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 6, 2025Oct 1, 2025
Justin Michael AhnerCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 6, 2025Oct 1, 2025
Joseph John FreemontCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 6, 2025Oct 1, 2025
Samuel Shober StroudCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 3, 2025Oct 1, 2025
Jennifer Richards HodsonCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 3, 2025Oct 1, 2025
Jeffrey William DyeCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 3, 2025Oct 1, 2025
Robert Paul WermuthCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Kevin Michael DonohueCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 2, 2025
Matthew Ryan KulpCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Brendan Patrick SpeersCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Melissa Sara GerhardtCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 2, 2025
Angela Lisa BeidlemanCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Ethan PensakCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Lauren Nicole MarcheseCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Michael John SabolCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Jan Leo GraybillCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Collin Garrett LoeschCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 2, 2025Oct 1, 2025
Richard Arthur WadatzAmeriprise Financial Services, LLC national BDGlobal Retirement Partners LLC institutionalOtherSep 2, 2025May 4, 2026 (244 d)
Rachel Lynn SimsFirst Command Advisory Services BD affiliatedGlobal Retirement Partners LLC institutionalOtherAug 14, 2025Oct 14, 2025 (61 d)
Patrick IlcinWealthspire Retirement Advisory institutionalGlobal Retirement Partners LLC institutionalOtherJul 7, 2025Jul 14, 2025
Robert Michael GeorgiouGreat Valley Advisor Group, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherMay 7, 2025May 1, 2025
Joseph Michael KouryGreat Valley Advisor Group, LLC independent RIAGlobal Retirement Partners LLC institutionalOtherMay 7, 2025May 2, 2025
Randolph Christopher BreauxCetera Investment Advisers LLC BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 23, 2025Apr 2, 2025
Ras Emerson SmithCambridge Investment Research Advisors, Inc. BD affiliatedGlobal Retirement Partners LLC institutionalOtherApr 14, 2025Apr 4, 2025
Michael Kellen NakiFinancial Advocates Investment Management independent RIAGlobal Retirement Partners LLC institutionalOtherApr 9, 2025Apr 2, 2025
Alexander Ross NakiFinancial Advocates Investment Management independent RIAGlobal Retirement Partners LLC institutionalOtherApr 9, 2025Apr 2, 2025
Blake Richard SchreckStrategic Advisers LLC national BDGlobal Retirement Partners LLC institutionalOtherApr 4, 2025Apr 16, 2025
Rachel Margaret Abu HawiliRobert W. Baird & Co. Incorporated mixed wealthGlobal Retirement Partners LLC institutionalOtherMar 19, 2025Feb 19, 2026 (337 d)
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478 moves match.