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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-27 |
| WA | RA | APPROVED | 2025-11-21 |
Branch Locations
3560 Bridgeport Way W, Suite 3G, University Place, WA 98466 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tacoma | WA | 03/2013 | Present |
| Hub International Investment Services | Kansas City | MO | 08/2025 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2025 | Present |
(1) 01/05/2015 - WESTGATE CAPITAL CONSULTANTS, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - At Reported Business Location(s) - start date: 03/14/2013 - TIME SPENT 180 HOURS PER MONTH (2) 12/31/2018 - Investment Related - At Reported Business Location(s) - Other-Notary - Started 09/21/2018 - 0 Hours Per Month - Notary Public Appointment with State of Washington. (3) 08/14/2025 - Hub International - Not Investment Related - Outside/W-2 Employment - At Reported Business Location(s) - Start Date:08/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. (4) 12/03/2025 - Global Retirement Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/21/2025 - 160 hours per month/ during trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 160 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. (5) 12/03/2025 - HUB Retirement & Wealth Mangagement - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/21/2025 (6) 12/10/2025 - HUB Retirement & Wealth Mangagement - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/21/2025 - 0 hours per month/ during trading (7) 01/21/2026 - Westgate Capital Consultants, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/21/2025 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-08 |
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