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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2016-02-02 |
| UT | RA | APPROVED | 2016-01-28 |
| ID | RA | APPROVED | 2016-01-26 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
45 West 10000 South Suite 106, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sandy | UT | 01/2016 | 12/2019 |
| Global Retirement Partners Llc | Sandy | UT | 01/2016 | Present |
| Lpl Financial, Llc | Sandy | UT | 09/2020 | Present |
1. 09/15/2020 - MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ SANDY, UT 2. 09/15/2020 - HUB INTERNATIONAL/ OUTSIDE, W-2 EMPLOYMENT/ NOT INVESTMENT RELATED/ 100%/ SANDY, UT 3. 10/2/2020 - GLOBAL RETIREMENT PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - REGISTERED ADMIN. - Started 1/1/2016 - 160 Hours Per Month/120 Hours During Securities Trading - I provide administrative support to GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity 01/2016. I expect to spend approximately 160 hour 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. 4. 10/2/2020 - MRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - REGISTERED ADMIN. - Started 1/1/2016 - 160 Hours Per Month/120 Hours During Securities Trading - Time Spent 100%. 5. 10/2/2020 - MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - REGISTERED ADMIN. - Started 1/1/2016 - 160 Hours Per Month/120 Hours During Securities Trading - Time Spent 100%. 6. 4/16/2021 - HUB International - DBA: HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 5/6/2021 - Global Retirement Partners, LLC - DBA: (Hybrid) HUB Retirement and Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Investment Advisor Representative - Start Date: 1/1/2021 - Service as an Investment Advisor Representative under the Global Retirement Partners RIA dba HUB Retirement and Wealth Management. Activities may include financial planning, rendering advice for a fee, retirement plan consulting, or other investment related financial consulting. 8. 02/28/2024 - Madrock Holding LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 12/15/2023 - 1 Hour Per Month/ 0 Hours During Trading 9. 02/28/2024 - 320CityHaven, LLC - Real Estate Rental - Investment Related - South Jordan, UT - Start Date 01/01/2024 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-12 |
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