Duncan Michael Purvis

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Bhs Insurance
  Grandville, MI
• 04/2016 → 02/2022
  Kestra Financial Services, Inc.
  Austin, TX
• 02/2022 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2016-04-20 → 2022-02-02
  Kestra Advisory Services, Llc
  Grandville, MI
• 2014-08-22 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Grandville, MI
• 2012-03-12 → 2014-08-21
  Financial Telesis Inc
  San Rafael, CA
  Grandville, MI

Other Businesses

Business Name: BHS Insurance Investment Related: Yes Address: 3055 44th St. SW Grandville MI 49418 Nature of Business: Insurance Position, Title or Relationship: Employee Start Date: 1/1/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales. Business Name: Duncan Purvis Investment Related: No Address: 563 Highlander Dr Rockford MI 49341 Nature of Business: Other Other/None of the Above NA Position, Title or Relationship: Sole Proprietor Start Date: 2/2/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Seasonal Refereeing Business Name: BHS Financial Services Investment Related: Yes Address: 3055 44th St SW Grandville MI 49418. Business Name: Rockford Education Foundation Investment Related: No Address: PO Box 777 Rockford MI 49341 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Secretary Start Date: 9/5/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Keep minutes of meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-06
• S63 Uniform Securities Agent State Law Examination
  2006-04-17

Other Names

• Duncan Micheal Purvis