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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-26
NJ RA APPROVED 2019-06-24
  • NY RA
    APPROVED
    Since 2021-08-26
  • NJ RA
    APPROVED
    Since 2019-06-24

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

401 Broadhollow Rd., #200, Melville, NY 11747 • United States

401 Broadhollow Road, #200, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Melville NY 09/2014 11/2016
Wells Fargo Clearing Services, Llc Melville NY 11/2016 06/2019
Lpl Financial, Llc Woodbury NY 06/2019 Present
Global Retirement Partners, Llc San Rafael CA 06/2019 Present
Hub International Investment Services Inc. Woodbury NY 11/2019 Present
Previous Registrations
  • 2014-10-17 → 2019-06-25
    Melville, NY
  • 2009-06-01 → 2014-10-01
    Jericho, NY
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Jericho, NY
  • 2007-02-14 → 2007-04-02
    Morgan Stanley Dw Inc.
    Jericho, NY
Other Businesses

1. 6/27/2019 - Global Retirement Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 06/20/2019 - 160 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. I started this business activity in 06/20/2019. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 11/19/2019 - HUB International - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Started 11/15/2019 - HUB International is buying my practice and will be 100% owner. Role will remain the same but will now be an employee of HUB. 3. 11/19/2019 - Hub International Investment Services Inc. - Investment Related - At Reported Business Location(s) - Other-Accommodation Broker/Dealer - - Hours Per Month - Only registered with this entity to receive payments from compensation paid to this entity from LPL. 4. 1/16/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Notary Public - Start Date: 08/12/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 1/22/2020 - Global Retirement Partners LLC - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 11/15/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 7/21/2020 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/15/2019 - 160 Hours Per Month During Securities Trading. 7. 10/31/2025- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/25/2025- 2 Hours Per Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-12
S63 Uniform Securities Agent State Law Examination 1988-12-01
  • S65 Uniform Investment Adviser Law Examination
    1995-05-12
  • S63 Uniform Securities Agent State Law Examination
    1988-12-01
Other Names
  • John Joseph Biondo

View on SEC IAPD

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