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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
TN RA APPROVED 2025-11-17
CA RA APPROVED 2025-11-14
  • TN RA
    APPROVED
    Since 2025-11-17
  • CA RA
    APPROVED
    Since 2025-11-14

Branch Locations

Murfreesboro, TN • United States

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • 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
Lpl Financial Llc San Diego CA 05/2011 12/2024
Unemployed San Diego CA 12/2024 07/2025
Lpl Financial, Llc Carlsbad CA 07/2025 Present
Hub Internatioinal Murfreesboro TN 07/2025 Present
Global Retirement Partners, Llc San Rafael CA 11/2025 Present
  • 05/2011 → 12/2024
    Lpl Financial Llc
    San Diego, CA
  • 12/2024 → 07/2025
    Unemployed
    San Diego, CA
  • 07/2025 → Present
    Lpl Financial, Llc
    Carlsbad, CA
  • 07/2025 → Present
    Hub Internatioinal
    Murfreesboro, TN
  • 11/2025 → Present
    San Rafael, CA
Other Businesses

1- 07/2025 / HUB INTERNATIONAL / Outside/W-2 Employment / Not Investment Related / 160 hrs mth / 8 hrs during trading / Murfreesburo, TN / Start date: 07/21/2025 2- 07/2025 / GRP FINANCIAL / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-25
S63 Uniform Securities Agent State Law Examination 2000-06-28
  • S66 Uniform Combined State Law Examination
    2025-10-25
  • S63 Uniform Securities Agent State Law Examination
    2000-06-28

View on SEC IAPD

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