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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
SC RA APPROVED 2026-07-07
CA RA APPROVED 2026-06-23
  • SC RA
    APPROVED
    Since 2026-07-07
  • CA RA
    APPROVED
    Since 2026-06-23

Branch Locations

155 N. Lake Ave., Suite 950, Pasadena, CA 91101 • United States

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

Shuster Advisory Group, Llc

155 N. Lake Ave. Suite 950, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-07-18
  • SC RA
    APPROVED
    Since 2022-07-18

Branch Locations

155 N. Lake Ave. Suite 950, Pasadena, CA 91101 • 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
Mass Mutual Life Insurance Co Enfiel CT 07/2011 05/2018
Unemployed/Consulting Tolland CT 05/2018 01/2019
Shuster Advisory Group, Llc Pasadena CA 01/2019 Present
Shuster Advisory Group, Llc Pasadena CA 01/2019 01/2023
Equitable Advisors, Llc New York NY 01/2019 06/2026
Hub International Chicago IL 06/2026 Present
Global Retirement Partners, Llc San Rafael CA 06/2026 Present
Hub International Investment Services Austin TX 07/2026 Present
Previous Registrations
Other Businesses

1. Dually Affiliated, Investment Advisory Representative, ORIA Shuster Advisory Group, LLC. Located at: 155 N. Lake Avenue, Suite 950, Pasadena, CA 91101.Investment Related. 2. POA Immediate Family

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-18
S63 Uniform Securities Agent State Law Examination 2011-12-06
  • S66 Uniform Combined State Law Examination
    2022-07-18
  • S63 Uniform Securities Agent State Law Examination
    2011-12-06
Other Names
  • Carl Patrick Steinhilber

View on SEC IAPD

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